Filed February 25, 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 | $117,564 | $60,349+94.8% | $74,183+58.5% | $62,891+86.9% |
| Participation rate | 93.2% | 72.7%+20.4pp | 76.6%+16.5pp | 69.3%+23.8pp |
| Annual return | 6.76% | 21.37%-14.6pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $4,155 | $1,680+147.3% | $2,370+75.3% | $2,281+82.1% |
| Participant deferral / active EE | $5,784 | $2,856+102.5% | $3,550+63.0% | $3,203+80.6% |
| Admin fee / account holder | $6,718 | $4,261+57.7% | $5,586+20.3% | $4,296+56.4% |