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 | $22,930 | $48,265-52.5% | $68,791-66.7% | $68,494-66.5% |
| Participation rate | 88.5% | 60.7%+27.9pp | 69.0%+19.5pp | 67.9%+20.6pp |
| Annual return | -17.12% | -12.71%-4.4pp | -6.38%-10.7pp | -7.84%-9.3pp |
| Employer contribution / active EE | $876 | $1,829-52.1% | $2,655-67.0% | $2,596-66.2% |
| Participant deferral / active EE | $2,143 | $2,867-25.2% | $3,941-45.6% | $4,027-46.8% |
| Admin fee / account holder | $1,383 | $4,355-68.2% | $4,932-72.0% | $5,403-74.4% |