Filed January 31, 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 | $52,335 | $72,177-27.5% | $115,037-54.5% | $59,632-12.2% |
| Participation rate | 87.9% | 72.6%+15.3pp | 81.4%+6.5pp | 68.7%+19.2pp |
| Annual return | -1.44% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,980 | $2,841-30.3% | $4,608-57.0% | $2,203-10.1% |
| Participant deferral / active EE | $3,855 | $4,783-19.4% | $6,026-36.0% | $3,192+20.8% |
| Admin fee / account holder | $17,272 | $4,927+250.6% | $8,175+111.3% | $4,297+302.0% |