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 | $76,163 | $58,828+29.5% | $77,999-2.4% | $62,891+21.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 5.73% | 17.16%-11.4pp | 425.96%-420.2pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,600 | $1,672+55.5% | $2,470+5.3% | $2,281+14.0% |
| Participant deferral / active EE | $2,813 | $2,686+4.7% | $3,497-19.6% | $3,203-12.2% |
| Admin fee / account holder | $28,350 | $4,393+545.3% | $5,480+417.3% | $4,296+560.0% |