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 | $107,331 | $817,678-86.9% | $392,568-72.7% | $152,861-29.8% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.1%+6.6pp | 82.4%+2.2pp |
| Annual return | 19.47% | 22.84%-3.4pp | 24.42%-5.0pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,421 | $5,502-74.2% | $3,783-62.4% | $4,762-70.2% |
| Participant deferral / active EE | $6,148 | $8,398-26.8% | $5,985+2.7% | $5,850+5.1% |
| Admin fee / account holder | $4,411 | $12,095-63.5% | $6,260-29.5% | $11,596-62.0% |