Filed May 8, 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 | $97,333 | $87,037+11.8% | $106,201-8.4% | $80,874+20.4% |
| Participation rate | 94.3% | 70.4%+23.8pp | 75.3%+19.0pp | 67.6%+26.6pp |
| Annual return | 13.74% | 17.05%-3.3pp | 116.26%-102.5pp | 35.62%-21.9pp |
| Employer contribution / active EE | $5,685 | $2,396+137.2% | $3,170+79.3% | $2,756+106.3% |
| Participant deferral / active EE | $3,097 | $3,986-22.3% | $5,012-38.2% | $4,297-27.9% |
| Admin fee / account holder | $3,273 | $8,434-61.2% | $11,039-70.4% | $6,935-52.8% |