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 | $116,551 | $138,347-15.8% | $184,203-36.7% | $80,856+44.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.6%+12.4pp |
| Annual return | 13.06% | 20.02%-7.0pp | 28.81%-15.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,190 | $4,850-34.2% | $6,427-50.4% | $2,755+15.8% |
| Participant deferral / active EE | $5,867 | $7,071-17.0% | $9,131-35.8% | $4,296+36.6% |
| Admin fee / account holder | $44,421 | $10,483+323.7% | $13,901+219.6% | $6,918+542.1% |