Filed January 13, 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 6-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 | $45,843 | $115,770-60.4% | $101,248-54.7% | $158,922-71.2% |
| Participation rate | 77.3% | 79.4%-2.1pp | 75.8%+1.5pp | 82.0%-4.7pp |
| Annual return | 14.71% | 56.14%-41.4pp | 46.47%-31.8pp | 302.83%-288.1pp |
| Employer contribution / active EE | $2,483 | $4,175-40.5% | $3,660-32.2% | $4,761-47.9% |
| Participant deferral / active EE | $4,071 | $4,957-17.9% | $4,370-6.8% | $5,982-31.9% |
| Admin fee / account holder | $2,057 | $7,245-71.6% | $5,945-65.4% | $11,246-81.7% |