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 | $83,735 | $57,828+44.8% | $117,039-28.5% | $70,131+19.4% |
| Participation rate | 84.6% | 67.1%+17.5pp | 77.2%+7.4pp | 69.5%+15.1pp |
| Annual return | 15.50% | 17.55%-2.1pp | 18.95%-3.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $2,723 | $1,816+50.0% | $3,785-28.0% | $2,342+16.3% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,487 | $3,548+111.0% | $5,974+25.3% | $4,645+61.2% |