Filed February 1, 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 | $48,078 | $78,422-38.7% | $95,952-49.9% | $79,858-39.8% |
| Participation rate | 94.9% | 73.5%+21.4pp | 77.1%+17.8pp | 69.6%+25.2pp |
| Annual return | 46.29% | 19.37%+26.9pp | 91.61%-45.3pp | 31.71%+14.6pp |
| Employer contribution / active EE | $5,483 | $1,945+181.9% | $2,541+115.8% | $2,471+121.9% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,194 | $5,622-78.8% | $6,795-82.4% | $5,306-77.5% |