Filed February 25, 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 6-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 | $15,175 | $81,248-81.3% | $155,509-90.2% | $80,856-81.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.98% | 33.31%-22.3pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,482 | $3,100-52.2% | $4,672-68.3% | $2,755-46.2% |
| Participant deferral / active EE | $1,920 | $3,452-44.4% | $5,626-65.9% | $4,296-55.3% |
| Admin fee / account holder | $4,229 | $7,997-47.1% | $15,912-73.4% | $6,918-38.9% |