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 | $35,242 | $106,515-66.9% | $96,683-63.5% | $139,434-74.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.39% | 38.43%-25.0pp | 35.69%-22.3pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,840 | $4,103-55.2% | $3,737-50.8% | $4,751-61.3% |
| Participant deferral / active EE | $1,914 | $5,454-64.9% | $4,878-60.8% | $6,710-71.5% |
| Admin fee / account holder | $2,030 | $7,877-74.2% | $6,730-69.8% | $11,403-82.2% |