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 | $33,997 | $81,208-58.1% | $98,907-65.6% | $79,858-57.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 12.39% | 60.99%-48.6pp | 196.43%-184.0pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,470 | $1,960-25.0% | $2,689-45.3% | $2,471-40.5% |
| Participant deferral / active EE | $1,775 | $3,265-45.6% | $4,244-58.2% | $3,740-52.5% |
| Admin fee / account holder | $3,467 | $6,013-42.3% | $6,642-47.8% | $5,306-34.7% |