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 | $63,251 | $179,726-64.8% | $156,263-59.5% | $142,382-55.6% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.9%-8.9pp | 80.1%-10.1pp |
| Annual return | 19.61% | 77.86%-58.2pp | 59.47%-39.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,250 | $5,069-75.3% | $4,333-71.2% | $4,299-70.9% |
| Participant deferral / active EE | $3,306 | $6,956-52.5% | $6,158-46.3% | $6,507-49.2% |
| Admin fee / account holder | $1,800 | $17,272-89.6% | $14,255-87.4% | $12,624-85.7% |