Filed April 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 | $111,295 | $209,411-46.9% | $178,490-37.6% | $158,922-30.0% |
| Participation rate | 87.0% | 86.3%+0.6pp | 81.9%+5.0pp | 82.0%+5.0pp |
| Annual return | 32.51% | 188.75%-156.2pp | 151.07%-118.6pp | 302.83%-270.3pp |
| Employer contribution / active EE | $1,572 | $5,706-72.5% | $5,011-68.6% | $4,761-67.0% |
| Participant deferral / active EE | $4,829 | $5,954-18.9% | $5,202-7.2% | $5,982-19.3% |
| Admin fee / account holder | $5,450 | $17,074-68.1% | $13,984-61.0% | $11,246-51.5% |