Filed January 29, 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 | $91,858 | $167,483-45.2% | $115,752-20.6% | $147,584-37.8% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 82.8%-7.8pp |
| Annual return | 12.24% | 12.11%+0.1pp | 19.41%-7.2pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,732 | $4,960-65.1% | $3,492-50.4% | $4,876-64.5% |
| Participant deferral / active EE | $6,323 | $7,037-10.1% | $5,204+21.5% | $5,439+16.3% |
| Admin fee / account holder | $57,963 | $13,069+343.5% | $6,278+823.3% | $10,885+432.5% |