Filed March 30, 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 | $159,410 | $109,881+45.1% | $150,045+6.2% | $84,808+88.0% |
| Participation rate | 91.2% | 76.1%+15.1pp | 82.3%+8.9pp | 68.3%+22.9pp |
| Annual return | 17.76% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,350 | $3,561-5.9% | $4,693-28.6% | $2,631+27.3% |
| Participant deferral / active EE | $7,371 | $6,636+11.1% | $7,997-7.8% | $4,212+75.0% |
| Admin fee / account holder | $1,698 | $8,568-80.2% | $13,435-87.4% | $7,344-76.9% |