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 | $95,453+28.2% | $112,040+9.2% | $82,448+48.4% |
| Participation rate | 95.7% | 72.8%+23.0pp | 76.5%+19.2pp | 68.1%+27.6pp |
| Annual return | 12.85% | 23.92%-11.1pp | 24.52%-11.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,928 | $2,318-16.8% | $2,954-34.7% | $2,551-24.4% |
| Participant deferral / active EE | $4,400 | $4,224+4.2% | $5,098-13.7% | $4,139+6.3% |
| Admin fee / account holder | $3,254 | $9,013-63.9% | $12,098-73.1% | $7,234-55.0% |