Filed April 28, 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 | $147,441 | $127,777+15.4% | $106,548+38.4% | $167,490-12.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 23.63% | 33.87%-10.2pp | 26.80%-3.2pp | 478.56%-454.9pp |
| Employer contribution / active EE | $3,364 | $3,427-1.8% | $2,819+19.3% | $4,837-30.5% |
| Participant deferral / active EE | $4,172 | $5,087-18.0% | $4,398-5.1% | $6,341-34.2% |
| Admin fee / account holder | $10,582 | $11,228-5.8% | $7,407+42.9% | $12,309-14.0% |