Filed February 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 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 | $16,323 | $76,000-78.5% | $154,107-89.4% | $64,186-74.6% |
| Participation rate | 88.4% | 70.4%+18.0pp | 83.0%+5.3pp | 69.6%+18.8pp |
| Annual return | -2.41% | 30.32%-32.7pp | 735.12%-737.5pp | 7.63%-10.0pp |
| Employer contribution / active EE | $2,268 | $3,351-32.3% | $5,298-57.2% | $2,381-4.7% |
| Participant deferral / active EE | $1,515 | $3,175-52.3% | $5,081-70.2% | $3,470-56.3% |
| Admin fee / account holder | $1,038 | $5,596-81.4% | $13,411-92.3% | $4,888-78.8% |