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 8-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 | $61,922 | $165,984-62.7% | $164,813-62.4% | $145,922-57.6% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 16.73% | 100.03%-83.3pp | 69.93%-53.2pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,680 | $5,273-30.2% | $4,341-15.2% | $4,660-21.0% |
| Participant deferral / active EE | $10,396 | $6,959+49.4% | $6,031+72.4% | $6,688+55.5% |
| Admin fee / account holder | $4,459 | $16,648-73.2% | $12,690-64.9% | $13,397-66.7% |