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 | $77,038 | $63,346+21.6% | $92,233-16.5% | $70,131+9.8% |
| Participation rate | 78.2% | 68.7%+9.5pp | 76.5%+1.7pp | 69.5%+8.6pp |
| Annual return | 16.46% | 530.12%-513.7pp | 176.28%-159.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,310 | $2,471-47.0% | $3,679-64.4% | $2,342-44.1% |
| Participant deferral / active EE | $2,792 | $2,854-2.2% | $3,897-28.3% | $3,332-16.2% |
| Admin fee / account holder | $8,405 | $3,840+118.9% | $5,194+61.8% | $4,645+80.9% |