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 | $55,912 | $86,929-35.7% | $102,423-45.4% | $80,856-30.9% |
| Participation rate | 89.7% | 72.4%+17.3pp | 76.5%+13.2pp | 67.6%+22.0pp |
| Annual return | 17.41% | 18.88%-1.5pp | 29.32%-11.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,616 | $2,369-31.8% | $3,023-46.6% | $2,755-41.3% |
| Participant deferral / active EE | $4,543 | $4,118+10.3% | $5,053-10.1% | $4,296+5.7% |
| Admin fee / account holder | $3,133 | $8,049-61.1% | $9,451-66.9% | $6,918-54.7% |