Filed January 23, 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 | $71,717 | $87,841-18.4% | $133,980-46.5% | $62,891+14.0% |
| Participation rate | 88.1% | 83.4%+4.7pp | 87.1%+1.0pp | 69.3%+18.8pp |
| Annual return | 8.61% | 12.05%-3.4pp | 29.30%-20.7pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,517 | $3,483-27.7% | $5,211-51.7% | $2,281+10.3% |
| Participant deferral / active EE | $4,441 | $4,812-7.7% | $6,282-29.3% | $3,203+38.7% |
| Admin fee / account holder | $2,609 | $5,371-51.4% | $9,324-72.0% | $4,296-39.3% |