Filed January 30, 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 | $112,936 | $150,187-24.8% | $120,354-6.2% | $145,922-22.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 20.47% | 154.07%-133.6pp | 107.15%-86.7pp | 561.29%-540.8pp |
| Employer contribution / active EE | $2,990 | $4,348-31.2% | $3,463-13.6% | $4,660-35.8% |
| Participant deferral / active EE | $10,945 | $6,173+77.3% | $4,991+119.3% | $6,688+63.7% |
| Admin fee / account holder | $7,936 | $12,207-35.0% | $9,423-15.8% | $13,397-40.8% |