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 | $45,319 | $111,754-59.4% | $103,333-56.1% | $145,922-68.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.88% | 24.77%-0.9pp | 24.88%-1.0pp | 561.29%-537.4pp |
| Employer contribution / active EE | $1,987 | $4,212-52.8% | $3,868-48.6% | $4,660-57.4% |
| Participant deferral / active EE | $2,027 | $5,619-63.9% | $5,057-59.9% | $6,688-69.7% |
| Admin fee / account holder | $677 | $9,750-93.1% | $8,355-91.9% | $13,397-94.9% |