Filed May 8, 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 9-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 | $21,254 | $99,032-78.5% | $80,019-73.4% | $135,375-84.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 2.89% | 15.39%-12.5pp | 11.22%-8.3pp | 519.73%-516.8pp |
| Employer contribution / active EE | $1,384 | $3,043-54.5% | $2,468-43.9% | $4,779-71.0% |
| Participant deferral / active EE | $1,953 | $4,282-54.4% | $3,686-47.0% | $5,609-65.2% |
| Admin fee / account holder | $674 | $10,436-93.5% | $6,521-89.7% | $10,827-93.8% |