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 | $102,378 | $109,359-6.4% | $162,163-36.9% | $72,985+40.3% |
| Participation rate | 80.6% | 84.3%-3.6pp | 87.6%-6.9pp | 69.5%+11.2pp |
| Annual return | 18.13% | 25.46%-7.3pp | 115.59%-97.5pp | 81.00%-62.9pp |
| Employer contribution / active EE | $2,742 | $3,907-29.8% | $5,614-51.2% | $2,440+12.4% |
| Participant deferral / active EE | $4,220 | $5,481-23.0% | $7,298-42.2% | $3,607+17.0% |
| Admin fee / account holder | $5,596 | $7,972-29.8% | $10,843-48.4% | $5,124+9.2% |