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 | $144,015 | $148,978-3.3% | $200,582-28.2% | $84,808+69.8% |
| Participation rate | 90.5% | 84.2%+6.2pp | 86.9%+3.6pp | 68.3%+22.2pp |
| Annual return | 13.15% | 28.16%-15.0pp | 42.33%-29.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,975 | $4,815-59.0% | $6,419-69.2% | $2,631-24.9% |
| Participant deferral / active EE | $4,375 | $7,142-38.7% | $9,331-53.1% | $4,212+3.9% |
| Admin fee / account holder | $13,308 | $13,977-4.8% | $16,305-18.4% | $7,344+81.2% |