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 | $73,982 | $85,766-13.7% | $136,294-45.7% | $70,131+5.5% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 19.05% | 31.45%-12.4pp | 5155.94%-5136.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $3,272 | $2,966+10.3% | $4,695-30.3% | $2,342+39.7% |
| Participant deferral / active EE | $2,348 | $5,051-53.5% | $6,247-62.4% | $3,332-29.5% |
| Admin fee / account holder | $6,496 | $5,420+19.8% | $9,243-29.7% | $4,645+39.8% |