Filed January 11, 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 | $40,121 | $46,674-14.0% | $117,472-65.8% | $68,494-41.4% |
| Participation rate | 97.4% | 56.8%+40.6pp | 70.6%+26.8pp | 67.9%+29.5pp |
| Annual return | -0.92% | -14.52%+13.6pp | 29.74%-30.7pp | -7.84%+6.9pp |
| Employer contribution / active EE | $5,504 | $1,505+265.8% | $4,176+31.8% | $2,596+112.0% |
| Participant deferral / active EE | $0 | $2,636-100.0% | $4,070-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,184 | $4,020-70.5% | $5,645-79.0% | $5,403-78.1% |