Filed January 10, 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 | $156,167 | $152,587+2.3% | $125,175+24.8% | $152,861+2.2% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 14.20% | 54.84%-40.6pp | 43.79%-29.6pp | 345.32%-331.1pp |
| Employer contribution / active EE | $1,793 | $4,946-63.7% | $3,865-53.6% | $4,762-62.3% |
| Participant deferral / active EE | $6,958 | $5,868+18.6% | $4,937+40.9% | $5,850+18.9% |
| Admin fee / account holder | $1,185 | $13,434-91.2% | $9,702-87.8% | $11,596-89.8% |