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 | $31,674 | $78,422-59.6% | $95,952-67.0% | $79,858-60.3% |
| Participation rate | 86.5% | 73.5%+13.1pp | 77.1%+9.5pp | 69.6%+16.9pp |
| Annual return | 12.50% | 19.37%-6.9pp | 91.61%-79.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,420 | $1,945-27.0% | $2,541-44.1% | $2,471-42.5% |
| Participant deferral / active EE | $2,166 | $3,440-37.0% | $4,167-48.0% | $3,740-42.1% |
| Admin fee / account holder | $7,393 | $5,622+31.5% | $6,795+8.8% | $5,306+39.3% |