Filed March 9, 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 7-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 | $28,696 | $61,660-53.5% | $80,019-64.1% | $64,186-55.3% |
| Participation rate | 88.2% | 71.7%+16.5pp | 75.8%+12.4pp | 69.6%+18.7pp |
| Annual return | 0.00% | -0.33%+0.3pp | 11.22%-11.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,299 | $1,810-28.3% | $2,468-47.4% | $2,381-45.4% |
| Participant deferral / active EE | $2,822 | $2,968-4.9% | $3,686-23.4% | $3,470-18.7% |
| Admin fee / account holder | $7,331 | $5,417+35.3% | $6,521+12.4% | $4,888+50.0% |