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 | $59,433 | $137,414-56.7% | $189,513-68.6% | $85,850-30.8% |
| Participation rate | 96.4% | 84.6%+11.8pp | 87.8%+8.6pp | 69.3%+27.1pp |
| Annual return | 19.10% | 38.14%-19.0pp | 555.15%-536.0pp | 318.53%-299.4pp |
| Employer contribution / active EE | $1,870 | $4,344-57.0% | $6,162-69.7% | $2,565-27.1% |
| Participant deferral / active EE | $3,434 | $6,260-45.1% | $8,221-58.2% | $3,952-13.1% |
| Admin fee / account holder | $3,344 | $8,630-61.2% | $12,045-72.2% | $6,260-46.6% |