Filed March 27, 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 | $65,825 | $94,529-30.4% | $140,016-53.0% | $64,186+2.6% |
| Participation rate | 93.0% | 84.1%+8.9pp | 87.5%+5.5pp | 69.6%+23.5pp |
| Annual return | -6.23% | 7.77%-14.0pp | 651.12%-657.3pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,725 | $3,812-54.8% | $5,606-69.2% | $2,381-27.6% |
| Participant deferral / active EE | $3,089 | $5,250-41.2% | $6,927-55.4% | $3,470-11.0% |
| Admin fee / account holder | $987 | $6,741-85.4% | $10,705-90.8% | $4,888-79.8% |