Filed March 15, 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 | $118,483 | $86,929+36.3% | $102,423+15.7% | $80,856+46.5% |
| Participation rate | 76.6% | 72.4%+4.2pp | 76.5%+0.1pp | 67.6%+9.0pp |
| Annual return | 12.29% | 18.88%-6.6pp | 29.32%-17.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $946 | $2,369-60.1% | $3,023-68.7% | $2,755-65.7% |
| Participant deferral / active EE | $4,191 | $4,118+1.8% | $5,053-17.1% | $4,296-2.4% |
| Admin fee / account holder | $17,234 | $8,049+114.1% | $9,451+82.4% | $6,918+149.1% |