Filed January 12, 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 | $176,445 | $27,641+538.3% | $61,373+187.5% | $68,494+157.6% |
| Participation rate | 80.6% | 39.5%+41.1pp | 52.6%+28.0pp | 67.9%+12.7pp |
| Annual return | -11.60% | -13.24%+1.6pp | 338.61%-350.2pp | -7.84%-3.8pp |
| Employer contribution / active EE | $4,385 | $695+530.4% | $1,159+278.2% | $2,596+68.9% |
| Participant deferral / active EE | $6,658 | $1,263+427.1% | $2,125+213.3% | $4,027+65.3% |
| Admin fee / account holder | $10,598 | $2,010+427.3% | $2,130+397.6% | $5,403+96.2% |