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 | $21,772 | $109,817-80.2% | $98,442-77.9% | $167,490-87.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.12% | 1956.69%-1946.6pp | 1492.73%-1482.6pp | 478.56%-468.4pp |
| Employer contribution / active EE | $4,767 | $3,224+47.9% | $2,960+61.1% | $4,837-1.4% |
| Participant deferral / active EE | $1,053 | $4,673-77.5% | $4,276-75.4% | $6,341-83.4% |
| Admin fee / account holder | $11,286 | $6,753+67.1% | $5,949+89.7% | $12,309-8.3% |