Filed April 7, 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 | $53,223 | $123,793-57.0% | $177,821-70.1% | $79,858-33.4% |
| Participation rate | 92.6% | 84.7%+7.9pp | 87.7%+4.9pp | 69.6%+23.0pp |
| Annual return | 13.56% | 22.82%-9.3pp | 48.32%-34.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,034 | $4,095-50.3% | $5,918-65.6% | $2,471-17.7% |
| Participant deferral / active EE | $3,667 | $5,956-38.4% | $7,714-52.5% | $3,740-2.0% |
| Admin fee / account holder | $1,944 | $7,243-73.2% | $12,427-84.4% | $5,306-63.4% |