Filed January 26, 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 | $99,257 | $105,860-6.2% | $90,749+9.4% | $134,475-26.2% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -13.59% | -11.01%-2.6pp | -12.16%-1.4pp | 417.96%-431.6pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,262 | $5,216-56.6% | $4,564-50.4% | $6,400-64.7% |
| Admin fee / account holder | $12,599 | $13,938-9.6% | $8,445+49.2% | $11,426+10.3% |