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 | $51,777 | $94,529-45.2% | $140,016-63.0% | $64,186-19.3% |
| Participation rate | 88.1% | 84.1%+4.0pp | 87.5%+0.6pp | 69.6%+18.5pp |
| Annual return | -2.08% | 7.77%-9.9pp | 651.12%-653.2pp | 7.63%-9.7pp |
| Employer contribution / active EE | $1,616 | $3,812-57.6% | $5,606-71.2% | $2,381-32.1% |
| Participant deferral / active EE | $2,530 | $5,250-51.8% | $6,927-63.5% | $3,470-27.1% |
| Admin fee / account holder | $325 | $6,741-95.2% | $10,705-97.0% | $4,888-93.4% |