Filed February 21, 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 | $64,201 | $69,977-8.3% | $108,579-40.9% | $62,891+2.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 10.64% | 10.73%-0.1pp | -51.70%+62.3pp | 20.14%-9.5pp |
| Employer contribution / active EE | $2,583 | $2,135+21.0% | $3,758-31.3% | $2,281+13.2% |
| Participant deferral / active EE | $4,907 | $3,165+55.1% | $4,311+13.8% | $3,203+53.2% |
| Admin fee / account holder | $403 | $5,076-92.1% | $7,645-94.7% | $4,296-90.6% |