Filed January 14, 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 | $59,009 | $69,977-15.7% | $108,579-45.7% | $62,891-6.2% |
| Participation rate | 85.4% | 72.9%+12.5pp | 79.6%+5.8pp | 69.3%+16.1pp |
| Annual return | 5.72% | 10.73%-5.0pp | -51.70%+57.4pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,197 | $2,135-43.9% | $3,758-68.1% | $2,281-47.5% |
| Participant deferral / active EE | $2,501 | $3,165-21.0% | $4,311-42.0% | $3,203-21.9% |
| Admin fee / account holder | $4,129 | $5,076-18.7% | $7,645-46.0% | $4,296-3.9% |