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 | $179,864 | $91,538+96.5% | $129,995+38.4% | $75,163+139.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 28.16% | -631.11%+659.3pp | -137.18%+165.3pp | 160.62%-132.5pp |
| Employer contribution / active EE | $8,801 | $2,845+209.3% | $4,320+103.7% | $2,670+229.7% |
| Participant deferral / active EE | $4,889 | $4,341+12.6% | $5,820-16.0% | $4,125+18.5% |
| Admin fee / account holder | $9,127 | $6,790+34.4% | $10,614-14.0% | $5,651+61.5% |