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 | $107,847 | $154,365-30.1% | $130,231-17.2% | $139,434-22.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 15.65% | 30.34%-14.7pp | 38.77%-23.1pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,265 | $5,170-56.2% | $4,126-45.1% | $4,751-52.3% |
| Participant deferral / active EE | $6,342 | $8,498-25.4% | $6,799-6.7% | $6,710-5.5% |
| Admin fee / account holder | $7,320 | $9,214-20.6% | $6,020+21.6% | $11,403-35.8% |