Filed May 15, 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 | $77,232 | $94,529-18.3% | $140,016-44.8% | $64,186+20.3% |
| Participation rate | 85.7% | 84.1%+1.6pp | 87.5%-1.8pp | 69.6%+16.1pp |
| Annual return | -4.06% | 7.77%-11.8pp | 651.12%-655.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,357 | $3,812-38.2% | $5,606-58.0% | $2,381-1.0% |
| Participant deferral / active EE | $3,931 | $5,250-25.1% | $6,927-43.3% | $3,470+13.3% |
| Admin fee / account holder | $5,770 | $6,741-14.4% | $10,705-46.1% | $4,888+18.0% |