Filed March 31, 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 | $45,351 | $72,492-37.4% | $87,100-47.9% | $72,985-37.9% |
| Participation rate | 89.8% | 72.8%+17.0pp | 76.9%+13.0pp | 69.5%+20.3pp |
| Annual return | 32.61% | 24.46%+8.2pp | 28.19%+4.4pp | 81.00%-48.4pp |
| Employer contribution / active EE | $876 | $1,894-53.7% | $2,521-65.2% | $2,440-64.1% |
| Participant deferral / active EE | $2,029 | $3,270-37.9% | $4,049-49.9% | $3,607-43.8% |
| Admin fee / account holder | $2,909 | $5,055-42.5% | $7,497-61.2% | $5,124-43.2% |