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 | $74,243 | $73,933+0.4% | $96,683-23.2% | $75,163-1.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.66% | 26.70%-9.0pp | 35.69%-18.0pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,549 | $2,928-47.1% | $3,737-58.6% | $2,670-42.0% |
| Participant deferral / active EE | $4,750 | $3,659+29.8% | $4,878-2.6% | $4,125+15.1% |
| Admin fee / account holder | $2,430 | $5,216-53.4% | $6,730-63.9% | $5,651-57.0% |