Filed January 6, 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 | $52,195 | $227,553-77.1% | $189,557-72.5% | $167,490-68.8% |
| Participation rate | 76.9% | 82.5%-5.6pp | 78.4%-1.5pp | 82.1%-5.2pp |
| Annual return | 13.57% | 78.40%-64.8pp | 64.17%-50.6pp | 478.56%-465.0pp |
| Employer contribution / active EE | $5,133 | $5,316-3.5% | $4,412+16.3% | $4,837+6.1% |
| Participant deferral / active EE | $4,483 | $7,002-36.0% | $6,174-27.4% | $6,341-29.3% |
| Admin fee / account holder | $1,760 | $11,878-85.2% | $9,807-82.1% | $12,309-85.7% |