Filed February 24, 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 | $41,692 | $87,841-52.5% | $133,980-68.9% | $62,891-33.7% |
| Participation rate | 82.2% | 83.4%-1.2pp | 87.1%-4.8pp | 69.3%+12.9pp |
| Annual return | 6.77% | 12.05%-5.3pp | 29.30%-22.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,097 | $3,483-39.8% | $5,211-59.8% | $2,281-8.0% |
| Participant deferral / active EE | $2,687 | $4,812-44.2% | $6,282-57.2% | $3,203-16.1% |
| Admin fee / account holder | $3,783 | $5,371-29.6% | $9,324-59.4% | $4,296-11.9% |