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 | $74,207 | $67,606+9.8% | $82,313-9.8% | $70,131+5.8% |
| Participation rate | 93.5% | 72.8%+20.8pp | 76.9%+16.7pp | 69.5%+24.0pp |
| Annual return | 22.03% | 21.57%+0.5pp | 25.88%-3.8pp | 73.14%-51.1pp |
| Employer contribution / active EE | $1,288 | $1,755-26.6% | $2,428-47.0% | $2,342-45.0% |
| Participant deferral / active EE | $2,926 | $2,987-2.0% | $3,706-21.0% | $3,332-12.2% |
| Admin fee / account holder | $1,662 | $4,512-63.2% | $5,608-70.4% | $4,645-64.2% |