Filed May 23, 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 | $95,195 | $124,281-23.4% | $109,143-12.8% | $167,490-43.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.89% | 26.04%-14.1pp | 25.75%-13.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $3,033 | $4,207-27.9% | $3,722-18.5% | $4,837-37.3% |
| Participant deferral / active EE | $5,693 | $5,255+8.3% | $4,653+22.3% | $6,341-10.2% |
| Admin fee / account holder | $7,083 | $7,970-11.1% | $6,752+4.9% | $12,309-42.5% |