Filed January 9, 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 | $16,018 | $59,101-72.9% | $77,163-79.2% | $75,163-78.7% |
| Participation rate | 98.9% | 63.9%+35.0pp | 69.6%+29.3pp | 67.2%+31.7pp |
| Annual return | 17.70% | 26.71%-9.0pp | 37.87%-20.2pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,113 | $1,995-44.2% | $2,535-56.1% | $2,670-58.3% |
| Participant deferral / active EE | $3,306 | $2,999+10.2% | $3,833-13.8% | $4,125-19.9% |
| Admin fee / account holder | $1,336 | $4,774-72.0% | $5,472-75.6% | $5,651-76.3% |