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 | $88,467 | $72,277+22.4% | $101,248-12.6% | $79,858+10.8% |
| Participation rate | 76.7% | 68.5%+8.3pp | 75.8%+0.9pp | 69.6%+7.1pp |
| Annual return | 12.86% | 22.30%-9.4pp | 46.47%-33.6pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,231 | $2,692-54.3% | $3,660-66.4% | $2,471-50.2% |
| Participant deferral / active EE | $3,691 | $3,282+12.5% | $4,370-15.5% | $3,740-1.3% |
| Admin fee / account holder | $11,228 | $4,400+155.2% | $5,945+88.8% | $5,306+111.6% |