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 | $133,674 | $755,339-82.3% | $379,746-64.8% | $158,922-15.9% |
| Participation rate | 83.3% | 81.8%+1.6pp | 78.4%+4.9pp | 82.0%+1.4pp |
| Annual return | 13.70% | 53.41%-39.7pp | 34.90%-21.2pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,745 | $4,685-62.8% | $3,540-50.7% | $4,761-63.4% |
| Participant deferral / active EE | $6,992 | $7,938-11.9% | $6,024+16.1% | $5,982+16.9% |
| Admin fee / account holder | $1,475 | $14,482-89.8% | $7,927-81.4% | $11,246-86.9% |