Filed March 24, 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 8-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 | $92,269 | $93,571-1.4% | $135,903-32.1% | $75,163+22.8% |
| Participation rate | 98.0% | 75.2%+22.9pp | 81.9%+16.1pp | 67.2%+30.8pp |
| Annual return | 19.67% | 30.90%-11.2pp | 68.23%-48.6pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,829 | $3,537-20.0% | $4,856-41.7% | $2,670+6.0% |
| Participant deferral / active EE | $9,102 | $6,404+42.1% | $7,758+17.3% | $4,125+120.6% |
| Admin fee / account holder | $3,736 | $6,975-46.4% | $10,762-65.3% | $5,651-33.9% |