Filed January 15, 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 | $13,887 | $76,000-81.7% | $154,107-91.0% | $64,186-78.4% |
| Participation rate | 96.9% | 70.4%+26.5pp | 83.0%+13.8pp | 69.6%+27.3pp |
| Annual return | 8.00% | 30.32%-22.3pp | 735.12%-727.1pp | 7.63%+0.4pp |
| Employer contribution / active EE | $613 | $3,351-81.7% | $5,298-88.4% | $2,381-74.3% |
| Participant deferral / active EE | $1,967 | $3,175-38.0% | $5,081-61.3% | $3,470-43.3% |
| Admin fee / account holder | $1,030 | $5,596-81.6% | $13,411-92.3% | $4,888-78.9% |