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 | $37,741 | $32,117+17.5% | $71,086-46.9% | $64,186-41.2% |
| Participation rate | 89.7% | 42.7%+47.0pp | 54.7%+35.0pp | 69.6%+20.1pp |
| Annual return | -3.98% | -5.57%+1.6pp | 650.59%-654.6pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,650 | $712+131.7% | $1,088+51.7% | $2,381-30.7% |
| Participant deferral / active EE | $2,650 | $1,263+109.8% | $1,874+41.4% | $3,470-23.6% |
| Admin fee / account holder | $3,512 | $2,759+27.3% | $3,082+13.9% | $4,888-28.2% |