Filed January 17, 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 | $19,301 | $85,022-77.3% | $70,515-72.6% | $139,434-86.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 14.46% | 30.38%-15.9pp | 32.77%-18.3pp | 372.94%-358.5pp |
| Employer contribution / active EE | $4,208 | $3,909+7.7% | $2,973+41.5% | $4,751-11.4% |
| Participant deferral / active EE | $5,386 | $5,890-8.6% | $4,567+17.9% | $6,710-19.7% |
| Admin fee / account holder | $2,886 | $8,906-67.6% | $6,412-55.0% | $11,403-74.7% |