Filed April 7, 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 | $109,869 | $65,685+67.3% | $57,179+92.2% | $273,961-59.9% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.3%+12.2pp | 83.0%+4.5pp |
| Annual return | 5.94% | 21.99%-16.1pp | 14.59%-8.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $5,951 | $3,279+81.5% | $2,682+121.9% | $4,869+22.2% |
| Participant deferral / active EE | $2,976 | $3,782-21.3% | $3,096-3.9% | $5,287-43.7% |
| Admin fee / account holder | $29,951 | $4,835+519.5% | $3,139+854.2% | $10,132+195.6% |