Filed May 8, 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 | $70,960 | $87,037-18.5% | $106,201-33.2% | $80,874-12.3% |
| Participation rate | 92.6% | 70.4%+22.1pp | 75.3%+17.3pp | 67.6%+24.9pp |
| Annual return | 14.96% | 17.05%-2.1pp | 116.26%-101.3pp | 35.62%-20.7pp |
| Employer contribution / active EE | $1,946 | $2,396-18.8% | $3,170-38.6% | $2,756-29.4% |
| Participant deferral / active EE | $3,238 | $3,986-18.8% | $5,012-35.4% | $4,297-24.7% |
| Admin fee / account holder | $11,606 | $8,434+37.6% | $11,039+5.1% | $6,935+67.3% |