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 | $123,335 | $138,347-10.9% | $184,203-33.0% | $80,856+52.5% |
| Participation rate | 95.3% | 83.9%+11.5pp | 86.8%+8.5pp | 67.6%+27.7pp |
| Annual return | 16.13% | 20.02%-3.9pp | 28.81%-12.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,660 | $4,850-65.8% | $6,427-74.2% | $2,755-39.8% |
| Participant deferral / active EE | $3,961 | $7,071-44.0% | $9,131-56.6% | $4,296-7.8% |
| Admin fee / account holder | $3,519 | $10,483-66.4% | $13,901-74.7% | $6,918-49.1% |