Filed January 29, 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 | $80,905 | $85,766-5.7% | $136,294-40.6% | $70,131+15.4% |
| Participation rate | 92.1% | 74.2%+17.9pp | 81.9%+10.2pp | 69.5%+22.6pp |
| Annual return | 17.79% | 31.45%-13.7pp | 5155.94%-5138.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,114 | $2,966-62.4% | $4,695-76.3% | $2,342-52.4% |
| Participant deferral / active EE | $5,947 | $5,051+17.7% | $6,247-4.8% | $3,332+78.5% |
| Admin fee / account holder | $1,816 | $5,420-66.5% | $9,243-80.3% | $4,645-60.9% |