Filed February 21, 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 | $140,288 | $167,307-16.1% | $143,757-2.4% | $134,475+4.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -18.27% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $9,890 | $5,619+76.0% | $4,951+99.8% | $4,740+108.7% |
| Participant deferral / active EE | $11,760 | $6,446+82.4% | $5,637+108.6% | $6,400+83.8% |
| Admin fee / account holder | $64,533 | $18,088+256.8% | $14,673+339.8% | $11,426+464.8% |