Filed March 13, 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 | $96,859 | $48,076+101.5% | $78,689+23.1% | $62,891+54.0% |
| Participation rate | 78.3% | 65.2%+13.1pp | 73.6%+4.7pp | 69.3%+9.0pp |
| Annual return | 8.03% | 31.35%-23.3pp | 62.18%-54.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,814 | $2,588+202.0% | $3,517+122.2% | $3,203+144.0% |
| Admin fee / account holder | $7,235 | $3,207+125.6% | $4,510+60.4% | $4,296+68.4% |