Filed January 6, 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 | $86,785 | $59,402+46.1% | $93,654-7.3% | $74,546+16.4% |
| Participation rate | 95.2% | 59.7%+35.5pp | 68.7%+26.5pp | 67.2%+28.0pp |
| Annual return | 13.19% | 81.86%-68.7pp | 133.34%-120.1pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $2,984 | $1,265+135.9% | $2,421+23.2% | $2,624+13.7% |
| Participant deferral / active EE | $6,036 | $3,049+98.0% | $4,413+36.8% | $4,347+38.8% |
| Admin fee / account holder | $4,546 | $3,023+50.4% | $8,282-45.1% | $1,944+133.9% |