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 | $105,148 | $137,414-23.5% | $189,513-44.5% | $85,850+22.5% |
| Participation rate | 76.4% | 84.6%-8.2pp | 87.8%-11.4pp | 69.3%+7.1pp |
| Annual return | 11.70% | 38.14%-26.4pp | 555.15%-543.4pp | 318.53%-306.8pp |
| Employer contribution / active EE | $2,792 | $4,344-35.7% | $6,162-54.7% | $2,565+8.8% |
| Participant deferral / active EE | $3,608 | $6,260-42.4% | $8,221-56.1% | $3,952-8.7% |
| Admin fee / account holder | $1,182 | $8,630-86.3% | $12,045-90.2% | $6,260-81.1% |