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 | $81,164 | $78,705+3.1% | $117,854-31.1% | $70,131+15.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 20.00% | 23.30%-3.3pp | 335.08%-315.1pp | 73.14%-53.1pp |
| Employer contribution / active EE | $2,861 | $2,223+28.7% | $3,786-24.4% | $2,342+22.2% |
| Participant deferral / active EE | $5,986 | $3,297+81.5% | $4,482+33.6% | $3,332+79.7% |
| Admin fee / account holder | $8,200 | $5,065+61.9% | $8,020+2.2% | $4,645+76.5% |