Filed February 21, 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 | $65,098 | $72,404-10.1% | $110,238-40.9% | $64,186+1.4% |
| Participation rate | 97.4% | 73.3%+24.1pp | 79.8%+17.6pp | 69.6%+27.9pp |
| Annual return | -6.24% | -6.29%0pp | 314.74%-321.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,865 | $2,282+25.6% | $3,826-25.1% | $2,381+20.4% |
| Participant deferral / active EE | $6,177 | $3,469+78.0% | $4,672+32.2% | $3,470+78.0% |
| Admin fee / account holder | $13,696 | $5,664+141.8% | $8,547+60.2% | $4,888+180.2% |