Filed April 4, 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 | $64,700 | $102,966-37.2% | $90,281-28.3% | $152,861-57.7% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 16.75% | 95.16%-78.4pp | 78.10%-61.3pp | 345.32%-328.6pp |
| Employer contribution / active EE | $3,789 | $3,139+20.7% | $2,854+32.7% | $4,762-20.4% |
| Participant deferral / active EE | $6,219 | $4,281+45.3% | $3,885+60.1% | $5,850+6.3% |
| Admin fee / account holder | $26,157 | $6,171+323.9% | $5,351+388.8% | $11,596+125.6% |