Filed February 24, 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 | $99,256 | $77,523+28.0% | $100,383-1.1% | $80,874+22.7% |
| Participation rate | 77.0% | 77.0%+0.1pp | 81.5%-4.5pp | 67.6%+9.4pp |
| Annual return | 19.44% | 37.21%-17.8pp | 49.26%-29.8pp | 35.62%-16.2pp |
| Employer contribution / active EE | $616 | $2,801-78.0% | $3,944-84.4% | $2,756-77.6% |
| Participant deferral / active EE | $3,273 | $6,822-52.0% | $8,086-59.5% | $4,297-23.8% |
| Admin fee / account holder | $2,080 | $5,899-64.7% | $7,900-73.7% | $6,935-70.0% |