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 | $22,878 | $55,706-58.9% | $75,886-69.9% | $72,985-68.7% |
| Participation rate | 86.6% | 61.1%+25.4pp | 69.3%+17.3pp | 69.5%+17.1pp |
| Annual return | 20.22% | 27.59%-7.4pp | 30.76%-10.5pp | 81.00%-60.8pp |
| Employer contribution / active EE | $741 | $1,687-56.0% | $2,500-70.4% | $2,440-69.6% |
| Participant deferral / active EE | $2,019 | $2,634-23.4% | $3,603-44.0% | $3,607-44.0% |
| Admin fee / account holder | $2,652 | $3,978-33.3% | $5,418-51.1% | $5,124-48.3% |