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 | $117,004 | $73,933+58.3% | $96,683+21.0% | $75,163+55.7% |
| Participation rate | 97.7% | 66.4%+31.3pp | 74.3%+23.4pp | 67.2%+30.5pp |
| Annual return | 17.40% | 26.70%-9.3pp | 35.69%-18.3pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,812 | $2,928-4.0% | $3,737-24.8% | $2,670+5.3% |
| Participant deferral / active EE | $9,466 | $3,659+158.7% | $4,878+94.0% | $4,125+129.5% |
| Admin fee / account holder | $4,413 | $5,216-15.4% | $6,730-34.4% | $5,651-21.9% |