Filed March 15, 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 | $130,306 | $132,239-1.5% | $105,722+23.3% | $273,961-52.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 8.03% | 10.07%-2.0pp | 12.25%-4.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $8,354 | $4,867+71.7% | $4,079+104.8% | $4,869+71.6% |
| Participant deferral / active EE | $16,077 | $6,233+157.9% | $5,326+201.9% | $5,287+204.1% |
| Admin fee / account holder | $5,959 | $12,032-50.5% | $8,308-28.3% | $10,132-41.2% |