Filed April 5, 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 | $38,430 | $45,152-14.9% | $73,843-48.0% | $59,632-35.6% |
| Participation rate | 85.2% | 64.0%+21.2pp | 73.4%+11.7pp | 68.7%+16.5pp |
| Annual return | 1.70% | 27.40%-25.7pp | 2267.84%-2266.1pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $6,805 | $1,902+257.8% | $2,787+144.1% | $2,203+209.0% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,627 | $3,516+3.2% | $4,880-25.7% | $4,297-15.6% |