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 | $25,924 | $76,367-66.1% | $93,606-72.3% | $72,985-64.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 20.24% | 25.82%-5.6pp | 32.76%-12.5pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,616 | $2,275-29.0% | $2,718-40.5% | $2,440-33.8% |
| Participant deferral / active EE | $1,707 | $3,538-51.8% | $4,069-58.1% | $3,607-52.7% |
| Admin fee / account holder | $1,362 | $6,838-80.1% | $7,888-82.7% | $5,124-73.4% |