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 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 | $21,289 | $62,672-66.0% | $185,117-88.5% | $70,131-69.6% |
| Participation rate | 80.8% | 63.8%+17.0pp | 77.3%+3.5pp | 69.5%+11.2pp |
| Annual return | 22.48% | 40.79%-18.3pp | 40.50%-18.0pp | 73.14%-50.7pp |
| Employer contribution / active EE | $1,696 | $1,753-3.2% | $4,182-59.4% | $2,342-27.6% |
| Participant deferral / active EE | $3,424 | $3,272+4.7% | $5,045-32.1% | $3,332+2.8% |
| Admin fee / account holder | $1,825 | $3,932-53.6% | $8,159-77.6% | $4,645-60.7% |