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 | $44,186 | $190,805-76.8% | $159,960-72.4% | $134,475-67.1% |
| Participation rate | 86.7% | 81.9%+4.7pp | 78.0%+8.7pp | 81.2%+5.4pp |
| Annual return | -17.04% | 552.23%-569.3pp | 408.60%-425.6pp | 417.96%-435.0pp |
| Employer contribution / active EE | $4,140 | $4,995-17.1% | $4,226-2.0% | $4,740-12.6% |
| Participant deferral / active EE | $5,070 | $6,923-26.8% | $6,182-18.0% | $6,400-20.8% |
| Admin fee / account holder | $2,405 | $10,471-77.0% | $8,698-72.4% | $11,426-79.0% |