Filed April 5, 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 | $62,409 | $93,071-32.9% | $74,583-16.3% | $273,961-77.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.23% | 26.18%-19.9pp | 20.47%-14.2pp | 41.45%-35.2pp |
| Employer contribution / active EE | $6,961 | $3,160+120.3% | $2,525+175.7% | $4,869+43.0% |
| Participant deferral / active EE | $12,055 | $4,160+189.8% | $3,458+248.6% | $5,287+128.0% |
| Admin fee / account holder | $12,968 | $5,272+146.0% | $4,138+213.4% | $10,132+28.0% |