Filed January 23, 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 | $175,158 | $81,900+113.9% | $119,609+46.4% | $68,494+155.7% |
| Participation rate | 71.9% | 71.9%0pp | 79.3%-7.3pp | 67.9%+4.0pp |
| Annual return | -14.66% | -23.82%+9.2pp | -14.97%+0.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,560 | $2,693-4.9% | $4,232-39.5% | $2,596-1.4% |
| Participant deferral / active EE | $3,100 | $4,148-25.3% | $5,602-44.7% | $4,027-23.0% |
| Admin fee / account holder | $8,163 | $6,582+24.0% | $10,323-20.9% | $5,403+51.1% |