Filed January 30, 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 | $134,972 | $163,101-17.2% | $136,749-1.3% | $142,382-5.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.27% | 27.54%-14.3pp | 24.33%-11.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,407 | $4,117-17.2% | $3,400+0.2% | $4,299-20.8% |
| Participant deferral / active EE | $12,464 | $5,585+123.2% | $4,692+165.6% | $6,507+91.5% |
| Admin fee / account holder | $309 | $14,318-97.8% | $11,386-97.3% | $12,624-97.6% |