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 | $109,006 | $125,758-13.3% | $169,993-35.9% | $75,163+45.0% |
| Participation rate | 93.3% | 83.6%+9.7pp | 87.0%+6.3pp | 67.2%+26.1pp |
| Annual return | 14.33% | 27.20%-12.9pp | 53.37%-39.0pp | 160.62%-146.3pp |
| Employer contribution / active EE | $2,256 | $4,615-51.1% | $6,785-66.8% | $2,670-15.5% |
| Participant deferral / active EE | $4,713 | $6,837-31.1% | $10,408-54.7% | $4,125+14.3% |
| Admin fee / account holder | $11,802 | $8,173+44.4% | $12,815-7.9% | $5,651+108.9% |