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 | $74,449 | $64,121+16.1% | $78,805-5.5% | $116,875-36.3% |
| Participation rate | 100.0% | 71.0%+29.0pp | 73.6%+26.4pp | 74.5%+25.5pp |
| Annual return | 16.81% | 16.32%+0.5pp | -2.71%+19.5pp | 16.29%+0.5pp |
| Employer contribution / active EE | $3,684 | $2,257+63.2% | $4,059-9.2% | $3,288+12.1% |
| Participant deferral / active EE | $3,918 | $2,757+42.1% | $3,584+9.3% | $3,885+0.8% |
| Admin fee / account holder | $2,543 | $5,745-55.7% | $5,677-55.2% | $12,263-79.3% |