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 | $71,572 | $72,177-0.8% | $115,037-37.8% | $59,632+20.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.71% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $2,367 | $2,841-16.7% | $4,608-48.6% | $2,203+7.5% |
| Participant deferral / active EE | $4,228 | $4,783-11.6% | $6,026-29.8% | $3,192+32.5% |
| Admin fee / account holder | $1,921 | $4,927-61.0% | $8,175-76.5% | $4,297-55.3% |