Filed January 31, 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 | $36,357 | $94,529-61.5% | $140,016-74.0% | $64,186-43.4% |
| Participation rate | 94.3% | 84.1%+10.2pp | 87.5%+6.8pp | 69.6%+24.7pp |
| Annual return | -1.41% | 7.77%-9.2pp | 651.12%-652.5pp | 7.63%-9.0pp |
| Employer contribution / active EE | $2,914 | $3,812-23.6% | $5,606-48.0% | $2,381+22.4% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $16,953 | $6,741+151.5% | $10,705+58.4% | $4,888+246.8% |