Filed February 26, 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 | $119,894 | $69,977+71.3% | $108,579+10.4% | $62,891+90.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 9.72% | 10.73%-1.0pp | -51.70%+61.4pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,949 | $2,135-8.7% | $3,758-48.2% | $2,281-14.6% |
| Participant deferral / active EE | $3,953 | $3,165+24.9% | $4,311-8.3% | $3,203+23.4% |
| Admin fee / account holder | $5,906 | $5,076+16.3% | $7,645-22.8% | $4,296+37.5% |