Filed February 26, 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 | $114,379 | $95,803+19.4% | $113,168+1.1% | $84,808+34.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 17.50% | 25.00%-7.5pp | 24.27%-6.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,378 | $2,360+43.1% | $2,975+13.5% | $2,631+28.4% |
| Participant deferral / active EE | $6,868 | $4,242+61.9% | $5,107+34.5% | $4,212+63.1% |
| Admin fee / account holder | $4,375 | $8,989-51.3% | $12,068-63.7% | $7,344-40.4% |