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 | $25,550 | $51,175-50.1% | $70,515-63.8% | $75,163-66.0% |
| Participation rate | 95.0% | 60.9%+34.1pp | 68.3%+26.7pp | 67.2%+27.8pp |
| Annual return | 16.17% | 30.02%-13.9pp | 32.77%-16.6pp | 160.62%-144.4pp |
| Employer contribution / active EE | $933 | $1,826-48.9% | $2,973-68.6% | $2,670-65.1% |
| Participant deferral / active EE | $2,420 | $2,849-15.1% | $4,567-47.0% | $4,125-41.3% |
| Admin fee / account holder | $2,196 | $4,091-46.3% | $6,412-65.7% | $5,651-61.1% |