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 | $83,848 | $92,703-9.6% | $82,719+1.4% | $134,475-37.6% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -7.11% | 944.92%-952.0pp | 701.18%-708.3pp | 417.96%-425.1pp |
| Employer contribution / active EE | $3,679 | $3,274+12.4% | $3,009+22.3% | $4,740-22.4% |
| Participant deferral / active EE | $8,571 | $4,802+78.5% | $4,395+95.0% | $6,400+33.9% |
| Admin fee / account holder | $4,590 | $5,983-23.3% | $5,329-13.9% | $11,426-59.8% |