Filed March 29, 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 | $31,242 | $49,227-36.5% | $70,449-55.7% | $79,858-60.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 19.69% | 30.06%-10.4pp | 109.03%-89.3pp | 31.71%-12.0pp |
| Employer contribution / active EE | $3,206 | $2,099+52.7% | $2,737+17.1% | $2,471+29.7% |
| Participant deferral / active EE | $4,866 | $2,768+75.8% | $3,709+31.2% | $3,740+30.1% |
| Admin fee / account holder | $1,412 | $2,878-51.0% | $3,845-63.3% | $5,306-73.4% |