Filed March 2, 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 | $77,604 | $52,681+47.3% | $75,781+2.4% | $59,632+30.1% |
| Participation rate | 84.9% | 67.2%+17.7pp | 75.8%+9.1pp | 68.7%+16.2pp |
| Annual return | -1.50% | 2.95%-4.5pp | 9.68%-11.2pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $1,525 | $2,193-30.5% | $3,323-54.1% | $2,203-30.8% |
| Participant deferral / active EE | $3,123 | $2,591+20.5% | $3,651-14.5% | $3,192-2.2% |
| Admin fee / account holder | $3,584 | $3,610-0.7% | $5,299-32.4% | $4,297-16.6% |