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 | $90,554 | $149,333-39.4% | $106,387-14.9% | $135,375-33.1% |
| Participation rate | 84.6% | 81.5%+3.1pp | 77.5%+7.2pp | 82.6%+2.0pp |
| Annual return | -6.21% | 0.52%-6.7pp | 0.25%-6.5pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,200 | $4,984-75.9% | $3,520-65.9% | $4,779-74.9% |
| Participant deferral / active EE | $4,661 | $7,230-35.5% | $5,421-14.0% | $5,609-16.9% |
| Admin fee / account holder | $7,306 | $15,952-54.2% | $7,510-2.7% | $10,827-32.5% |