Filed March 10, 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 | $80,084 | $185,822-56.9% | $169,993-52.9% | $139,434-42.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.07% | 60.50%-46.4pp | 53.37%-39.3pp | 372.94%-358.9pp |
| Employer contribution / active EE | $4,455 | $7,590-41.3% | $6,785-34.3% | $4,751-6.2% |
| Participant deferral / active EE | $5,324 | $11,622-54.2% | $10,408-48.8% | $6,710-20.7% |
| Admin fee / account holder | $715 | $15,381-95.4% | $12,815-94.4% | $11,403-93.7% |