Filed January 16, 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 | $107,728 | $214,378-49.7% | $200,582-46.3% | $142,382-24.3% |
| Participation rate | 94.4% | 87.4%+7.0pp | 86.9%+7.6pp | 80.1%+14.3pp |
| Annual return | 11.91% | 46.41%-34.5pp | 42.33%-30.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,578 | $6,841-76.9% | $6,419-75.4% | $4,299-63.3% |
| Participant deferral / active EE | $4,354 | $9,865-55.9% | $9,331-53.3% | $6,507-33.1% |
| Admin fee / account holder | $715 | $17,692-96.0% | $16,305-95.6% | $12,624-94.3% |