Filed April 7, 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 | $143,143 | $46,674+206.7% | $117,472+21.9% | $68,494+109.0% |
| Participation rate | 96.8% | 56.8%+40.0pp | 70.6%+26.2pp | 67.9%+28.9pp |
| Annual return | -10.74% | -14.52%+3.8pp | 29.74%-40.5pp | -7.84%-2.9pp |
| Employer contribution / active EE | $2,230 | $1,505+48.2% | $4,176-46.6% | $2,596-14.1% |
| Participant deferral / active EE | $5,530 | $2,636+109.8% | $4,070+35.9% | $4,027+37.3% |
| Admin fee / account holder | $451 | $4,020-88.8% | $5,645-92.0% | $5,403-91.6% |