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 | $112,691 | $78,672+43.2% | $109,143+3.3% | $85,850+31.3% |
| Participation rate | 78.1% | 68.3%+9.9pp | 75.9%+2.2pp | 69.3%+8.8pp |
| Annual return | 13.51% | 25.09%-11.6pp | 25.75%-12.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,659 | $2,735-39.3% | $3,722-55.4% | $2,565-35.3% |
| Participant deferral / active EE | $4,541 | $3,467+31.0% | $4,653-2.4% | $3,952+14.9% |
| Admin fee / account holder | $4,556 | $5,469-16.7% | $6,752-32.5% | $6,260-27.2% |