Filed March 15, 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 | $122,362 | $95,803+27.7% | $113,168+8.1% | $84,808+44.3% |
| Participation rate | 95.7% | 72.9%+22.8pp | 76.6%+19.1pp | 68.3%+27.4pp |
| Annual return | 12.85% | 25.00%-12.2pp | 24.27%-11.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,928 | $2,360-18.3% | $2,975-35.2% | $2,631-26.7% |
| Participant deferral / active EE | $4,400 | $4,242+3.7% | $5,107-13.8% | $4,212+4.5% |
| Admin fee / account holder | $3,254 | $8,989-63.8% | $12,068-73.0% | $7,344-55.7% |