Filed April 13, 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 | $88,297 | $109,881-19.6% | $150,045-41.2% | $84,808+4.1% |
| Participation rate | 86.7% | 76.1%+10.6pp | 82.3%+4.3pp | 68.3%+18.4pp |
| Annual return | 32.79% | 28.25%+4.5pp | 62.55%-29.8pp | 40.90%-8.1pp |
| Employer contribution / active EE | $2,886 | $3,561-19.0% | $4,693-38.5% | $2,631+9.7% |
| Participant deferral / active EE | $2,769 | $6,636-58.3% | $7,997-65.4% | $4,212-34.2% |
| Admin fee / account holder | $26,703 | $8,568+211.7% | $13,435+98.8% | $7,344+263.6% |