Filed January 6, 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 | $92,902 | $138,347-32.8% | $184,203-49.6% | $80,856+14.9% |
| Participation rate | 78.5% | 83.9%-5.4pp | 86.8%-8.3pp | 67.6%+10.8pp |
| Annual return | 11.74% | 20.02%-8.3pp | 28.81%-17.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,323 | $4,850-52.1% | $6,427-63.9% | $2,755-15.7% |
| Participant deferral / active EE | $3,788 | $7,071-46.4% | $9,131-58.5% | $4,296-11.8% |
| Admin fee / account holder | $6,200 | $10,483-40.9% | $13,901-55.4% | $6,918-10.4% |