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 | $83,803 | $118,450-29.2% | $98,439-14.9% | $139,434-39.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.81% | 18.94%-7.1pp | 21.16%-9.3pp | 372.94%-361.1pp |
| Employer contribution / active EE | $4,497 | $3,609+24.6% | $3,048+47.5% | $4,751-5.3% |
| Participant deferral / active EE | $5,179 | $5,392-3.9% | $4,738+9.3% | $6,710-22.8% |
| Admin fee / account holder | $51,353 | $14,026+266.1% | $8,948+473.9% | $11,403+350.4% |