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 | $95,603 | $87,841+8.8% | $133,980-28.6% | $62,891+52.0% |
| Participation rate | 95.0% | 83.4%+11.6pp | 87.1%+7.9pp | 69.3%+25.7pp |
| Annual return | 6.54% | 12.05%-5.5pp | 29.30%-22.8pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,139 | $3,483-38.6% | $5,211-59.0% | $2,281-6.2% |
| Participant deferral / active EE | $6,795 | $4,812+41.2% | $6,282+8.2% | $3,203+112.1% |
| Admin fee / account holder | $8,098 | $5,371+50.8% | $9,324-13.2% | $4,296+88.5% |