Filed February 22, 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 | $46,253 | $77,813-40.6% | $123,544-62.6% | $64,186-27.9% |
| Participation rate | 79.7% | 74.7%+5.0pp | 82.3%-2.5pp | 69.6%+10.2pp |
| Annual return | 9.22% | 12.48%-3.3pp | 119.20%-110.0pp | 7.63%+1.6pp |
| Employer contribution / active EE | $1,290 | $3,014-57.2% | $4,628-72.1% | $2,381-45.8% |
| Participant deferral / active EE | $3,180 | $5,240-39.3% | $6,426-50.5% | $3,470-8.3% |
| Admin fee / account holder | $11,422 | $5,519+107.0% | $9,284+23.0% | $4,888+133.7% |