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 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 | $68,139 | $86,922-21.6% | $102,438-33.5% | $80,874-15.7% |
| Participation rate | 77.3% | 72.4%+4.9pp | 76.5%+0.8pp | 67.6%+9.6pp |
| Annual return | 11.94% | 18.90%-7.0pp | 29.37%-17.4pp | 35.62%-23.7pp |
| Employer contribution / active EE | $1,887 | $2,369-20.4% | $3,024-37.6% | $2,756-31.5% |
| Participant deferral / active EE | $3,041 | $4,119-26.2% | $5,054-39.8% | $4,297-29.2% |
| Admin fee / account holder | $2,289 | $8,050-71.6% | $9,448-75.8% | $6,935-67.0% |