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 | $44,380 | $65,685-32.4% | $57,179-22.4% | $273,961-83.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 3.51% | 21.99%-18.5pp | 14.59%-11.1pp | 41.45%-37.9pp |
| Employer contribution / active EE | $2,852 | $3,279-13.0% | $2,682+6.3% | $4,869-41.4% |
| Participant deferral / active EE | $3,187 | $3,782-15.7% | $3,096+2.9% | $5,287-39.7% |
| Admin fee / account holder | $2,378 | $4,835-50.8% | $3,139-24.2% | $10,132-76.5% |