Filed March 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 | $109,003 | $124,425-12.4% | $112,040-2.7% | $137,256-20.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.99% | 24.72%-11.7pp | 24.52%-11.5pp | 220.34%-207.4pp |
| Employer contribution / active EE | $4,316 | $3,411+26.5% | $2,954+46.1% | $4,156+3.9% |
| Participant deferral / active EE | $5,923 | $5,718+3.6% | $5,098+16.2% | $6,407-7.5% |
| Admin fee / account holder | $3,416 | $15,207-77.5% | $12,098-71.8% | $12,270-72.2% |