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 | $124,182 | $125,758-1.3% | $169,993-26.9% | $75,163+65.2% |
| Participation rate | 90.0% | 83.6%+6.4pp | 87.0%+3.0pp | 67.2%+22.8pp |
| Annual return | 19.43% | 27.20%-7.8pp | 53.37%-33.9pp | 160.62%-141.2pp |
| Employer contribution / active EE | $2,718 | $4,615-41.1% | $6,785-59.9% | $2,670+1.8% |
| Participant deferral / active EE | $4,491 | $6,837-34.3% | $10,408-56.8% | $4,125+8.9% |
| Admin fee / account holder | $8,471 | $8,173+3.6% | $12,815-33.9% | $5,651+49.9% |