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 | $70,564 | $148,978-52.6% | $200,582-64.8% | $84,808-16.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.75% | 28.16%-10.4pp | 42.33%-24.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,410 | $4,815-50.0% | $6,419-62.5% | $2,631-8.4% |
| Participant deferral / active EE | $5,104 | $7,142-28.5% | $9,331-45.3% | $4,212+21.2% |
| Admin fee / account holder | $3,257 | $13,977-76.7% | $16,305-80.0% | $7,344-55.6% |