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 | $140,001 | $123,793+13.1% | $177,821-21.3% | $79,858+75.3% |
| Participation rate | 98.0% | 84.7%+13.3pp | 87.7%+10.2pp | 69.6%+28.3pp |
| Annual return | 11.38% | 22.82%-11.4pp | 48.32%-36.9pp | 31.71%-20.3pp |
| Employer contribution / active EE | $3,030 | $4,095-26.0% | $5,918-48.8% | $2,471+22.6% |
| Participant deferral / active EE | $4,554 | $5,956-23.5% | $7,714-41.0% | $3,740+21.8% |
| Admin fee / account holder | $2,206 | $7,243-69.5% | $12,427-82.2% | $5,306-58.4% |