Filed February 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 | $50,760 | $32,037+58.4% | $69,182-26.6% | $62,891-19.3% |
| Participation rate | 79.3% | 43.4%+35.9pp | 55.1%+24.2pp | 69.3%+10.0pp |
| Annual return | 9.50% | 15.16%-5.7pp | -21.93%+31.4pp | 20.14%-10.6pp |
| Employer contribution / active EE | $902 | $679+32.8% | $1,206-25.2% | $2,281-60.5% |
| Participant deferral / active EE | $1,338 | $1,185+12.9% | $1,897-29.4% | $3,203-58.2% |
| Admin fee / account holder | $808 | $2,608-69.0% | $2,697-70.0% | $4,296-81.2% |