Filed January 14, 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 4-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 | $85,455 | $82,032+4.2% | $123,104-30.6% | $59,632+43.3% |
| Participation rate | 95.0% | 83.2%+11.8pp | 86.8%+8.2pp | 68.7%+26.3pp |
| Annual return | 0.18% | 5.12%-4.9pp | 13.22%-13.0pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $1,916 | $3,297-41.9% | $5,151-62.8% | $2,203-13.0% |
| Participant deferral / active EE | $6,279 | $4,667+34.5% | $6,230+0.8% | $3,192+96.7% |
| Admin fee / account holder | $4,812 | $5,881-18.2% | $9,015-46.6% | $4,297+12.0% |