Filed April 26, 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 9-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 | $52,826 | $97,744-46.0% | $103,476-48.9% | $145,922-63.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 37.20% | 25.41%+11.8pp | 23.90%+13.3pp | 561.29%-524.1pp |
| Employer contribution / active EE | $5,064 | $4,677+8.3% | $4,672+8.4% | $4,660+8.7% |
| Participant deferral / active EE | $8,785 | $6,603+33.0% | $6,623+32.7% | $6,688+31.4% |
| Admin fee / account holder | $16,129 | $12,515+28.9% | $9,413+71.4% | $13,397+20.4% |