Filed January 6, 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 | $105,696 | $123,793-14.6% | $177,821-40.6% | $79,858+32.4% |
| Participation rate | 83.8% | 84.7%-0.9pp | 87.7%-3.9pp | 69.6%+14.2pp |
| Annual return | 11.54% | 22.82%-11.3pp | 48.32%-36.8pp | 31.71%-20.2pp |
| Employer contribution / active EE | $2,272 | $4,095-44.5% | $5,918-61.6% | $2,471-8.0% |
| Participant deferral / active EE | $3,348 | $5,956-43.8% | $7,714-56.6% | $3,740-10.5% |
| Admin fee / account holder | $1,477 | $7,243-79.6% | $12,427-88.1% | $5,306-72.2% |