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 | $35,302 | $94,529-62.7% | $140,016-74.8% | $64,186-45.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -2.68% | 7.77%-10.4pp | 651.12%-653.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $2,642 | $3,812-30.7% | $5,606-52.9% | $2,381+11.0% |
| Participant deferral / active EE | $2,655 | $5,250-49.4% | $6,927-61.7% | $3,470-23.5% |
| Admin fee / account holder | $4,917 | $6,741-27.1% | $10,705-54.1% | $4,888+0.6% |