Filed March 9, 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 | $187,897 | $110,094+70.7% | $151,611+23.9% | $68,494+174.3% |
| Participation rate | 97.4% | 84.0%+13.4pp | 87.5%+9.9pp | 67.9%+29.5pp |
| Annual return | -15.64% | -10.12%-5.5pp | 3.33%-19.0pp | -7.84%-7.8pp |
| Employer contribution / active EE | $3,127 | $4,471-30.1% | $6,166-49.3% | $2,596+20.4% |
| Participant deferral / active EE | $6,047 | $6,527-7.4% | $8,363-27.7% | $4,027+50.2% |
| Admin fee / account holder | $12,430 | $7,719+61.0% | $11,616+7.0% | $5,403+130.1% |