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 | $106,584-23.7% | $101,326-19.8% | $142,382-42.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.41% | 36.93%-19.5pp | 36.82%-19.4pp | 217.08%-199.7pp |
| Employer contribution / active EE | $6,375 | $3,956+61.1% | $3,665+73.9% | $4,299+48.3% |
| Participant deferral / active EE | $7,721 | $8,297-6.9% | $7,994-3.4% | $6,507+18.7% |
| Admin fee / account holder | $10,570 | $11,446-7.7% | $11,185-5.5% | $12,624-16.3% |