Filed March 17, 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 | $86,096 | $93,346-7.8% | $71,796+19.9% | $273,961-68.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 3.98% | 130.39%-126.4pp | 78.04%-74.1pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,017 | $2,733-62.8% | $1,924-47.2% | $4,869-79.1% |
| Participant deferral / active EE | $5,025 | $3,475+44.6% | $2,794+79.8% | $5,287-5.0% |
| Admin fee / account holder | $12,825 | $6,571+95.2% | $4,815+166.4% | $10,132+26.6% |