Filed March 9, 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 | $224,910 | $181,894+23.6% | $156,549+43.7% | $273,961-17.9% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 3.05% | 30.74%-27.7pp | 32.23%-29.2pp | 41.45%-38.4pp |
| Employer contribution / active EE | $2,312 | $6,248-63.0% | $5,501-58.0% | $4,869-52.5% |
| Participant deferral / active EE | $7,119 | $5,550+28.3% | $4,871+46.2% | $5,287+34.7% |
| Admin fee / account holder | $264,332 | $15,559+1598.9% | $13,027+1929.1% | $10,132+2508.9% |