Filed May 18, 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 | $52,701 | $87,841-40.0% | $133,980-60.7% | $62,891-16.2% |
| Participation rate | 91.4% | 83.4%+8.0pp | 87.1%+4.4pp | 69.3%+22.1pp |
| Annual return | 6.27% | 12.05%-5.8pp | 29.30%-23.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,102 | $3,483-68.3% | $5,211-78.8% | $2,281-51.7% |
| Participant deferral / active EE | $2,594 | $4,812-46.1% | $6,282-58.7% | $3,203-19.0% |
| Admin fee / account holder | $3,299 | $5,371-38.6% | $9,324-64.6% | $4,296-23.2% |