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 | $55,307 | $110,094-49.8% | $151,611-63.5% | $68,494-19.3% |
| Participation rate | 86.8% | 84.0%+2.9pp | 87.5%-0.7pp | 67.9%+19.0pp |
| Annual return | -16.43% | -10.12%-6.3pp | 3.33%-19.8pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,887 | $4,471-35.4% | $6,166-53.2% | $2,596+11.2% |
| Participant deferral / active EE | $3,502 | $6,527-46.4% | $8,363-58.1% | $4,027-13.0% |
| Admin fee / account holder | $832 | $7,719-89.2% | $11,616-92.8% | $5,403-84.6% |