Filed April 27, 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 4-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 | $50,665 | $53,127-4.6% | $86,590-41.5% | $70,131-27.8% |
| Participation rate | 76.7% | 65.3%+11.4pp | 73.5%+3.2pp | 69.5%+7.2pp |
| Annual return | 16.81% | 27.66%-10.9pp | 964.84%-948.0pp | 73.14%-56.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $10,023 | $2,696+271.8% | $3,609+177.8% | $3,332+200.8% |
| Admin fee / account holder | $1,470 | $3,585-59.0% | $4,906-70.0% | $4,645-68.4% |