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 | $87,013-18.4% | $106,213-33.2% | $80,856-12.2% |
| Participation rate | 92.6% | 70.4%+22.2pp | 75.3%+17.3pp | 67.6%+25.0pp |
| Annual return | 14.96% | 17.05%-2.1pp | 116.14%-101.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,946 | $2,395-18.8% | $3,171-38.6% | $2,755-29.4% |
| Participant deferral / active EE | $3,238 | $3,986-18.8% | $5,016-35.5% | $4,296-24.6% |
| Admin fee / account holder | $11,606 | $8,431+37.6% | $11,033+5.2% | $6,918+67.8% |