Filed May 3, 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 | $92,680 | $57,354+61.6% | $83,848+10.5% | $64,186+44.4% |
| Participation rate | 96.2% | 68.6%+27.6pp | 76.1%+20.1pp | 69.6%+26.6pp |
| Annual return | -3.88% | 11.38%-15.3pp | 850.88%-854.8pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,049 | $2,545-19.5% | $3,631-43.6% | $2,381-13.9% |
| Participant deferral / active EE | $6,746 | $2,993+125.4% | $4,082+65.3% | $3,470+94.4% |
| Admin fee / account holder | $1,272 | $4,046-68.6% | $5,478-76.8% | $4,888-74.0% |