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 | $131,150 | $60,349+117.3% | $74,183+76.8% | $62,891+108.5% |
| Participation rate | 87.3% | 72.7%+14.6pp | 76.6%+10.7pp | 69.3%+18.0pp |
| Annual return | 17.42% | 21.37%-4.0pp | 17.74%-0.3pp | 20.14%-2.7pp |
| Employer contribution / active EE | $929 | $1,680-44.7% | $2,370-60.8% | $2,281-59.3% |
| Participant deferral / active EE | $4,867 | $2,856+70.4% | $3,550+37.1% | $3,203+51.9% |
| Admin fee / account holder | $16,855 | $4,261+295.5% | $5,586+201.8% | $4,296+292.4% |