Filed January 30, 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 | $125,905 | $72,177+74.4% | $115,037+9.4% | $59,632+111.1% |
| Participation rate | 71.6% | 72.6%-1.0pp | 81.4%-9.8pp | 68.7%+2.9pp |
| Annual return | -0.78% | 12.02%-12.8pp | 26.14%-26.9pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,735 | $4,783+40.8% | $6,026+11.8% | $3,192+111.0% |
| Admin fee / account holder | $1,721 | $4,927-65.1% | $8,175-79.0% | $4,297-60.0% |