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 | $22,797 | $57,990-60.7% | $76,190-70.1% | $80,856-71.8% |
| Participation rate | 85.4% | 73.7%+11.6pp | 79.3%+6.1pp | 67.6%+17.7pp |
| Annual return | 11.52% | 15.89%-4.4pp | 13.78%-2.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,863 | $3,565-47.7% | $4,578-59.3% | $2,755-32.4% |
| Participant deferral / active EE | $966 | $3,814-74.7% | $5,474-82.3% | $4,296-77.5% |
| Admin fee / account holder | $2,165 | $5,668-61.8% | $5,123-57.7% | $6,918-68.7% |