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 | $68,850 | $56,357+22.2% | $104,294-34.0% | $68,494+0.5% |
| Participation rate | 94.3% | 63.3%+31.0pp | 73.3%+21.0pp | 67.9%+26.4pp |
| Annual return | -16.04% | -9.19%-6.8pp | 24.61%-40.6pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,588 | $1,960+83.1% | $3,372+6.4% | $2,596+38.2% |
| Participant deferral / active EE | $2,361 | $3,077-23.3% | $4,625-49.0% | $4,027-41.4% |
| Admin fee / account holder | $3,954 | $4,903-19.3% | $7,339-46.1% | $5,403-26.8% |