Filed March 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 | $88,836 | $100,041-11.2% | $149,718-40.7% | $70,131+26.7% |
| Participation rate | 86.2% | 83.6%+2.6pp | 87.1%-0.9pp | 69.5%+16.7pp |
| Annual return | 19.82% | 27.43%-7.6pp | 1501.63%-1481.8pp | 73.14%-53.3pp |
| Employer contribution / active EE | $1,635 | $3,662-55.3% | $5,445-70.0% | $2,342-30.2% |
| Participant deferral / active EE | $4,363 | $4,983-12.4% | $6,569-33.6% | $3,332+31.0% |
| Admin fee / account holder | $2,185 | $8,286-73.6% | $11,283-80.6% | $4,645-53.0% |