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 | $189,661 | $81,460+132.8% | $103,333+83.5% | $80,856+134.6% |
| Participation rate | 91.5% | 66.8%+24.7pp | 74.5%+17.0pp | 67.6%+23.9pp |
| Annual return | 12.82% | 25.55%-12.7pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,684 | $3,105+18.6% | $3,868-4.7% | $2,755+33.7% |
| Participant deferral / active EE | $7,073 | $3,869+82.8% | $5,057+39.9% | $4,296+64.7% |
| Admin fee / account holder | $5,515 | $6,566-16.0% | $8,355-34.0% | $6,918-20.3% |