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 | $43,780 | $80,968-45.9% | $96,544-54.7% | $75,163-41.8% |
| Participation rate | 92.3% | 71.8%+20.5pp | 76.0%+16.3pp | 67.2%+25.1pp |
| Annual return | 18.36% | 27.06%-8.7pp | 25.84%-7.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,370 | $2,282-40.0% | $2,965-53.8% | $2,670-48.7% |
| Participant deferral / active EE | $4,153 | $3,928+5.7% | $4,851-14.4% | $4,125+0.7% |
| Admin fee / account holder | $7,731 | $6,724+15.0% | $8,252-6.3% | $5,651+36.8% |