Filed January 26, 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 | $97,992 | $61,660+58.9% | $80,019+22.5% | $64,186+52.7% |
| Participation rate | 70.0% | 71.7%-1.7pp | 75.8%-5.8pp | 69.6%+0.4pp |
| Annual return | 4.89% | -0.33%+5.2pp | 11.22%-6.3pp | 7.63%-2.7pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,578 | $2,968-13.1% | $3,686-30.1% | $3,470-25.7% |
| Admin fee / account holder | $2,475 | $5,417-54.3% | $6,521-62.0% | $4,888-49.4% |