Filed January 17, 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 | $88,590 | $65,365+35.5% | $92,893-4.6% | $72,985+21.4% |
| Participation rate | 85.5% | 68.3%+17.2pp | 76.0%+9.5pp | 69.5%+16.0pp |
| Annual return | 19.38% | 42.10%-22.7pp | 109.41%-90.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,278 | $2,594-50.7% | $3,653-65.0% | $2,440-47.6% |
| Participant deferral / active EE | $3,763 | $3,128+20.3% | $4,236-11.2% | $3,607+4.3% |
| Admin fee / account holder | $3,447 | $4,251-18.9% | $5,794-40.5% | $5,124-32.7% |