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 | $12,875 | $49,280-73.9% | $67,313-80.9% | $64,186-79.9% |
| Participation rate | 94.0% | 60.8%+33.2pp | 69.1%+24.9pp | 69.6%+24.5pp |
| Annual return | -5.50% | -1.39%-4.1pp | -4.08%-1.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $712 | $1,668-57.3% | $2,566-72.2% | $2,381-70.1% |
| Participant deferral / active EE | $1,890 | $2,484-23.9% | $3,568-47.0% | $3,470-45.5% |
| Admin fee / account holder | $513 | $3,863-86.7% | $4,507-88.6% | $4,888-89.5% |