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 | $85,057 | $68,097+24.9% | $62,929+35.2% | $137,256-38.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.42% | 1859.11%-1845.7pp | 1063.93%-1050.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $4,712 | $2,811+67.6% | $2,505+88.1% | $4,156+13.4% |
| Participant deferral / active EE | $6,878 | $4,553+51.1% | $3,888+76.9% | $6,407+7.3% |
| Admin fee / account holder | $8,542 | $6,521+31.0% | $5,065+68.7% | $12,270-30.4% |