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 | $124,624 | $67,606+84.3% | $82,313+51.4% | $70,131+77.7% |
| Participation rate | 93.7% | 72.8%+20.9pp | 76.9%+16.8pp | 69.5%+24.1pp |
| Annual return | 19.49% | 21.57%-2.1pp | 25.88%-6.4pp | 73.14%-53.7pp |
| Employer contribution / active EE | $3,911 | $1,755+122.9% | $2,428+61.0% | $2,342+67.0% |
| Participant deferral / active EE | $5,854 | $2,987+96.0% | $3,706+58.0% | $3,332+75.7% |
| Admin fee / account holder | $6,026 | $4,512+33.6% | $5,608+7.5% | $4,645+29.7% |