Filed January 23, 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 | $67,206 | $76,552-12.2% | $123,892-45.8% | $62,891+6.9% |
| Participation rate | 82.8% | 73.0%+9.8pp | 81.4%+1.3pp | 69.3%+13.5pp |
| Annual return | 9.20% | 18.68%-9.5pp | 47.52%-38.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,681 | $2,883-41.7% | $4,617-63.6% | $2,281-26.3% |
| Participant deferral / active EE | $2,301 | $4,840-52.5% | $5,984-61.6% | $3,203-28.2% |
| Admin fee / account holder | $3,561 | $4,826-26.2% | $8,357-57.4% | $4,296-17.1% |