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 | $30,311 | $78,705-61.5% | $117,854-74.3% | $70,131-56.8% |
| Participation rate | 85.0% | 73.2%+11.8pp | 79.7%+5.3pp | 69.5%+15.5pp |
| Annual return | 19.07% | 23.30%-4.2pp | 335.08%-316.0pp | 73.14%-54.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,087 | $3,297+23.9% | $4,482-8.8% | $3,332+22.7% |
| Admin fee / account holder | $626 | $5,065-87.6% | $8,020-92.2% | $4,645-86.5% |