Filed May 10, 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 | $95,795 | $53,127+80.3% | $86,590+10.6% | $70,131+36.6% |
| Participation rate | 97.3% | 65.3%+32.0pp | 73.5%+23.7pp | 69.5%+27.8pp |
| Annual return | 20.15% | 27.66%-7.5pp | 964.84%-944.7pp | 73.14%-53.0pp |
| Employer contribution / active EE | $4,281 | $2,068+107.0% | $2,839+50.8% | $2,342+82.7% |
| Participant deferral / active EE | $5,642 | $2,696+109.3% | $3,609+56.3% | $3,332+69.3% |
| Admin fee / account holder | $6,712 | $3,585+87.2% | $4,906+36.8% | $4,645+44.5% |