Filed May 2, 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 | $122,848 | $109,413+12.3% | $156,263-21.4% | $84,808+44.9% |
| Participation rate | 85.5% | 72.7%+12.8pp | 78.9%+6.6pp | 68.3%+17.2pp |
| Annual return | 12.83% | 20.18%-7.3pp | 59.47%-46.6pp | 40.90%-28.1pp |
| Employer contribution / active EE | $954 | $2,907-67.2% | $4,333-78.0% | $2,631-63.7% |
| Participant deferral / active EE | $6,139 | $4,590+33.7% | $6,158-0.3% | $4,212+45.8% |
| Admin fee / account holder | $2,148 | $9,357-77.0% | $14,255-84.9% | $7,344-70.8% |