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 | $81,285 | $100,970-19.5% | $96,576-15.8% | $137,256-40.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.41% | 38.16%-20.8pp | 38.47%-21.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $6,375 | $3,809+67.4% | $3,553+79.4% | $4,156+53.4% |
| Participant deferral / active EE | $7,721 | $8,286-6.8% | $7,956-3.0% | $6,407+20.5% |
| Admin fee / account holder | $10,570 | $11,312-6.6% | $11,381-7.1% | $12,270-13.9% |