Filed January 26, 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 | $127,960 | $127,065+0.7% | $113,168+13.1% | $142,382-10.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.07% | 24.03%-12.0pp | 24.27%-12.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $7,591 | $3,442+120.5% | $2,975+155.1% | $4,299+76.6% |
| Participant deferral / active EE | $17,385 | $5,716+204.1% | $5,107+240.4% | $6,507+167.2% |
| Admin fee / account holder | $12,776 | $15,736-18.8% | $12,068+5.9% | $12,624+1.2% |