Filed April 2, 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 | $134,113 | $95,416+40.6% | $185,823-27.8% | $85,850+56.2% |
| Participation rate | 97.9% | 68.8%+29.1pp | 81.7%+16.2pp | 69.3%+28.6pp |
| Annual return | 20.31% | 23.59%-3.3pp | 122.05%-101.7pp | 318.53%-298.2pp |
| Employer contribution / active EE | $3,264 | $3,314-1.5% | $5,167-36.8% | $2,565+27.3% |
| Participant deferral / active EE | $6,072 | $3,423+77.4% | $5,568+9.1% | $3,952+53.7% |
| Admin fee / account holder | $5,534 | $7,213-23.3% | $16,237-65.9% | $6,260-11.6% |