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 | $120,577 | $137,414-12.3% | $189,513-36.4% | $85,850+40.5% |
| Participation rate | 96.7% | 84.6%+12.1pp | 87.8%+8.9pp | 69.3%+27.4pp |
| Annual return | 14.58% | 38.14%-23.6pp | 555.15%-540.6pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,121 | $4,344-51.2% | $6,162-65.6% | $2,565-17.3% |
| Participant deferral / active EE | $4,357 | $6,260-30.4% | $8,221-47.0% | $3,952+10.3% |
| Admin fee / account holder | $12,851 | $8,630+48.9% | $12,045+6.7% | $6,260+105.3% |