Filed February 21, 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 | $58,583 | $123,793-52.7% | $177,821-67.1% | $79,858-26.6% |
| Participation rate | 84.8% | 84.7%+0.2pp | 87.7%-2.9pp | 69.6%+15.2pp |
| Annual return | 20.64% | 22.82%-2.2pp | 48.32%-27.7pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,440 | $4,095-64.8% | $5,918-75.7% | $2,471-41.7% |
| Participant deferral / active EE | $3,109 | $5,956-47.8% | $7,714-59.7% | $3,740-16.9% |
| Admin fee / account holder | $11,144 | $7,243+53.9% | $12,427-10.3% | $5,306+110.0% |