Filed January 18, 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 | $43,651 | $102,966-57.6% | $90,281-51.7% | $152,861-71.4% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 24.99% | 95.16%-70.2pp | 78.10%-53.1pp | 345.32%-320.3pp |
| Employer contribution / active EE | $2,992 | $3,139-4.7% | $2,854+4.8% | $4,762-37.2% |
| Participant deferral / active EE | $6,330 | $4,281+47.8% | $3,885+62.9% | $5,850+8.2% |
| Admin fee / account holder | $566 | $6,171-90.8% | $5,351-89.4% | $11,596-95.1% |