Filed February 17, 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 3-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 | $41,308 | $40,256+2.6% | $57,343-28.0% | $59,632-30.7% |
| Participation rate | 91.4% | 69.2%+22.2pp | 75.1%+16.3pp | 68.7%+22.8pp |
| Annual return | 1.30% | 27.49%-26.2pp | 24.39%-23.1pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,727 | $2,399+55.3% | $3,162+17.8% | $3,192+16.8% |
| Admin fee / account holder | $323 | $2,818-88.5% | $3,356-90.4% | $4,297-92.5% |