Filed May 15, 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 | $108,018 | $78,705+37.2% | $117,854-8.3% | $70,131+54.0% |
| Participation rate | 75.5% | 73.2%+2.3pp | 79.7%-4.2pp | 69.5%+6.0pp |
| Annual return | 14.42% | 23.30%-8.9pp | 335.08%-320.7pp | 73.14%-58.7pp |
| Employer contribution / active EE | $692 | $2,223-68.9% | $3,786-81.7% | $2,342-70.5% |
| Participant deferral / active EE | $2,818 | $3,297-14.5% | $4,482-37.1% | $3,332-15.4% |
| Admin fee / account holder | $3,230 | $5,065-36.2% | $8,020-59.7% | $4,645-30.5% |