Filed May 10, 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 | $117,018 | $56,199+108.2% | $67,652+73.0% | $59,632+96.2% |
| Participation rate | 87.2% | 71.5%+15.7pp | 75.7%+11.5pp | 68.7%+18.5pp |
| Annual return | 9.65% | 18505.31%-18495.7pp | 6625.04%-6615.4pp | 2041.28%-2031.6pp |
| Employer contribution / active EE | $1,128 | $1,614-30.1% | $2,266-50.2% | $2,203-48.8% |
| Participant deferral / active EE | $4,422 | $2,844+55.5% | $3,560+24.2% | $3,192+38.5% |
| Admin fee / account holder | $7,122 | $3,958+79.9% | $4,821+47.7% | $4,297+65.7% |