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 | $113,117 | $189,613-40.3% | $167,512-32.5% | $142,382-20.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.33% | 2024.68%-2010.4pp | 1615.79%-1601.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $8,593 | $4,349+97.6% | $3,882+121.4% | $4,299+99.9% |
| Participant deferral / active EE | $9,231 | $6,981+32.2% | $6,405+44.1% | $6,507+41.9% |
| Admin fee / account holder | $8,899 | $10,528-15.5% | $9,769-8.9% | $12,624-29.5% |