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 | $64,708 | $95,803-32.5% | $113,168-42.8% | $84,808-23.7% |
| Participation rate | 93.3% | 72.9%+20.5pp | 76.6%+16.8pp | 68.3%+25.0pp |
| Annual return | 15.25% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,324 | $2,360-43.9% | $2,975-55.5% | $2,631-49.7% |
| Participant deferral / active EE | $4,434 | $4,242+4.5% | $5,107-13.2% | $4,212+5.3% |
| Admin fee / account holder | $1,915 | $8,989-78.7% | $12,068-84.1% | $7,344-73.9% |