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 | $216,880 | $125,758+72.5% | $169,993+27.6% | $75,163+188.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.61% | 27.20%-10.6pp | 53.37%-36.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $4,460 | $4,615-3.4% | $6,785-34.3% | $2,670+67.1% |
| Participant deferral / active EE | $6,941 | $6,837+1.5% | $10,408-33.3% | $4,125+68.3% |
| Admin fee / account holder | $9,958 | $8,173+21.8% | $12,815-22.3% | $5,651+76.2% |