Filed January 6, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,298 | $54,350+7.3% | $82,719-29.5% | $68,494-14.9% |
| Participation rate | 89.7% | 63.9%+25.7pp | 72.6%+17.1pp | 67.9%+21.8pp |
| Annual return | -15.10% | -13.67%-1.4pp | 701.18%-716.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $4,220 | $2,218+90.2% | $3,009+40.2% | $2,596+62.5% |
| Participant deferral / active EE | $6,881 | $3,246+112.0% | $4,395+56.6% | $4,027+70.9% |
| Admin fee / account holder | $17,070 | $4,395+288.3% | $5,329+220.3% | $5,403+215.9% |