Filed January 27, 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 | $168,570 | $73,933+128.0% | $96,683+74.4% | $75,163+124.3% |
| Participation rate | 92.8% | 66.4%+26.3pp | 74.3%+18.4pp | 67.2%+25.6pp |
| Annual return | 22.02% | 26.70%-4.7pp | 35.69%-13.7pp | 160.62%-138.6pp |
| Employer contribution / active EE | $3,578 | $2,928+22.2% | $3,737-4.2% | $2,670+34.0% |
| Participant deferral / active EE | $7,318 | $3,659+100.0% | $4,878+50.0% | $4,125+77.4% |
| Admin fee / account holder | $3,656 | $5,216-29.9% | $6,730-45.7% | $5,651-35.3% |