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 | $65,946 | $56,897+15.9% | $84,750-22.2% | $62,891+4.9% |
| Participation rate | 83.6% | 68.5%+15.1pp | 76.6%+7.0pp | 69.3%+14.3pp |
| Annual return | 4.97% | 6.30%-1.3pp | 22.78%-17.8pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,224 | $2,400-49.0% | $3,574-65.8% | $2,281-46.4% |
| Participant deferral / active EE | $2,636 | $2,709-2.7% | $3,712-29.0% | $3,203-17.7% |
| Admin fee / account holder | $19,510 | $3,581+444.8% | $5,332+265.9% | $4,296+354.2% |