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 | $120,328 | $173,345-30.6% | $136,007-11.5% | $145,922-17.5% |
| Participation rate | 90.9% | 80.5%+10.5pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 11.49% | 1163.32%-1151.8pp | 579.32%-567.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $3,245 | $5,278-38.5% | $4,217-23.0% | $4,660-30.4% |
| Participant deferral / active EE | $7,607 | $8,699-12.6% | $7,025+8.3% | $6,688+13.7% |
| Admin fee / account holder | $4,511 | $9,954-54.7% | $6,858-34.2% | $13,397-66.3% |