Filed April 12, 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.
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 | $99,033 | $40,256+146.0% | $57,343+72.7% | $59,632+66.1% |
| Participation rate | 96.2% | 69.2%+27.0pp | 75.1%+21.1pp | 68.7%+27.6pp |
| Annual return | 13.60% | 27.49%-13.9pp | 24.39%-10.8pp | 2041.28%-2027.7pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,882 | $2,399+61.8% | $3,162+22.8% | $3,192+21.6% |
| Admin fee / account holder | $6,043 | $2,818+114.5% | $3,356+80.1% | $4,297+40.6% |