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 | $153,711 | $162,781-5.6% | $133,956+14.7% | $158,922-3.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.04% | 41.94%-25.9pp | 45.09%-29.1pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,266 | $4,975-74.6% | $3,919-67.7% | $4,761-73.4% |
| Participant deferral / active EE | $6,131 | $5,911+3.7% | $5,048+21.5% | $5,982+2.5% |
| Admin fee / account holder | $8,128 | $11,736-30.7% | $8,927-9.0% | $11,246-27.7% |