Filed March 21, 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 | $37,976 | $48,076-21.0% | $78,689-51.7% | $62,891-39.6% |
| Participation rate | 73.5% | 65.2%+8.3pp | 73.6%-0.1pp | 69.3%+4.2pp |
| Annual return | 5.75% | 31.35%-25.6pp | 62.18%-56.4pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,442 | $2,015+21.2% | $2,851-14.3% | $2,281+7.0% |
| Participant deferral / active EE | $3,582 | $2,588+38.4% | $3,517+1.8% | $3,203+11.8% |
| Admin fee / account holder | $9,213 | $3,207+187.3% | $4,510+104.3% | $4,296+114.5% |