Filed January 9, 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 | $102,526 | $99,032+3.5% | $80,019+28.1% | $135,375-24.3% |
| Participation rate | 84.2% | 78.4%+5.9pp | 75.8%+8.4pp | 82.6%+1.6pp |
| Annual return | -6.60% | 15.39%-22.0pp | 11.22%-17.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,074 | $3,043-31.9% | $2,468-16.0% | $4,779-56.6% |
| Participant deferral / active EE | $7,997 | $4,282+86.8% | $3,686+117.0% | $5,609+42.6% |
| Admin fee / account holder | $1,233 | $10,436-88.2% | $6,521-81.1% | $10,827-88.6% |