Filed April 25, 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 | $40,132 | $60,349-33.5% | $74,183-45.9% | $62,891-36.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.12% | 21.37%-13.3pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,880 | $1,680+11.9% | $2,370-20.7% | $2,281-17.6% |
| Participant deferral / active EE | $3,157 | $2,856+10.5% | $3,550-11.1% | $3,203-1.4% |
| Admin fee / account holder | $551 | $4,261-87.1% | $5,586-90.1% | $4,296-87.2% |