Filed January 19, 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 8-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 | $92,149 | $98,982-6.9% | $162,163-43.2% | $65,185+41.4% |
| Participation rate | 94.4% | 85.8%+8.6pp | 87.6%+6.8pp | 70.2%+24.2pp |
| Annual return | 21.19% | 24.84%-3.6pp | 115.59%-94.4pp | 29.38%-8.2pp |
| Employer contribution / active EE | $2,764 | $3,467-20.3% | $5,614-50.8% | $2,177+27.0% |
| Participant deferral / active EE | $3,415 | $5,384-36.6% | $7,298-53.2% | $3,514-2.8% |
| Admin fee / account holder | $7,609 | $596+1175.9% | $10,843-29.8% | $847+798.3% |