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 | $58,193 | $138,347-57.9% | $184,203-68.4% | $80,856-28.0% |
| Participation rate | 94.7% | 83.9%+10.9pp | 86.8%+7.9pp | 67.6%+27.1pp |
| Annual return | 12.56% | 20.02%-7.5pp | 28.81%-16.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,879 | $4,850-61.3% | $6,427-70.8% | $2,755-31.8% |
| Participant deferral / active EE | $4,209 | $7,071-40.5% | $9,131-53.9% | $4,296-2.0% |
| Admin fee / account holder | $5,219 | $10,483-50.2% | $13,901-62.5% | $6,918-24.6% |