Filed May 2, 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 | $42,087 | $30,732+36.9% | $59,496-29.3% | $59,632-29.4% |
| Participation rate | 86.7% | 43.2%+43.5pp | 54.6%+32.1pp | 68.7%+18.0pp |
| Annual return | 0.51% | 4.47%-4.0pp | 182.05%-181.5pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $1,317 | $631+108.8% | $1,153+14.2% | $2,203-40.2% |
| Participant deferral / active EE | $2,707 | $1,183+128.8% | $1,829+48.0% | $3,192-15.2% |
| Admin fee / account holder | $29,803 | $2,136+1295.1% | $2,232+1235.1% | $4,297+593.6% |