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 | $129,324 | $116,175+11.3% | $93,606+38.2% | $152,861-15.4% |
| Participation rate | 76.2% | 78.0%-1.9pp | 75.8%+0.4pp | 82.4%-6.3pp |
| Annual return | 22.04% | 35.96%-13.9pp | 32.76%-10.7pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,830 | $3,218-43.1% | $2,718-32.7% | $4,762-61.6% |
| Participant deferral / active EE | $7,918 | $4,603+72.0% | $4,069+94.6% | $5,850+35.4% |
| Admin fee / account holder | $14,003 | $10,748+30.3% | $7,888+77.5% | $11,596+20.8% |