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 | $56,457 | $125,758-55.1% | $169,993-66.8% | $75,163-24.9% |
| Participation rate | 97.1% | 83.6%+13.5pp | 87.0%+10.1pp | 67.2%+29.9pp |
| Annual return | 16.33% | 27.20%-10.9pp | 53.37%-37.0pp | 160.62%-144.3pp |
| Employer contribution / active EE | $3,590 | $4,615-22.2% | $6,785-47.1% | $2,670+34.5% |
| Participant deferral / active EE | $5,008 | $6,837-26.8% | $10,408-51.9% | $4,125+21.4% |
| Admin fee / account holder | $4,747 | $8,173-41.9% | $12,815-63.0% | $5,651-16.0% |