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 | $64,458 | $52,836+22.0% | $105,738-39.0% | $64,186+0.4% |
| Participation rate | 86.5% | 66.5%+19.9pp | 76.3%+10.2pp | 69.6%+16.9pp |
| Annual return | -7.13% | 14.30%-21.4pp | 6.27%-13.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,596 | $1,827-12.6% | $3,268-51.2% | $2,381-32.9% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $16,754 | $3,959+323.2% | $6,913+142.4% | $4,888+242.7% |