Filed January 18, 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 | $87,981 | $73,867+19.1% | $143,757-38.8% | $68,494+28.5% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -10.71% | 1.01%-11.7pp | -0.04%-10.7pp | -7.84%-2.9pp |
| Employer contribution / active EE | $4,431 | $3,184+39.2% | $4,951-10.5% | $2,596+70.7% |
| Participant deferral / active EE | $3,107 | $3,384-8.2% | $5,637-44.9% | $4,027-22.9% |
| Admin fee / account holder | $73,393 | $5,755+1175.4% | $14,673+400.2% | $5,403+1258.4% |