Filed March 8, 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 | $43,810 | $82,032-46.6% | $123,104-64.4% | $59,632-26.5% |
| Participation rate | 84.4% | 83.2%+1.2pp | 86.8%-2.4pp | 68.7%+15.7pp |
| Annual return | -0.30% | 5.12%-5.4pp | 13.22%-13.5pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $3,618 | $3,297+9.7% | $5,151-29.8% | $2,203+64.3% |
| Participant deferral / active EE | $3,381 | $4,667-27.5% | $6,230-45.7% | $3,192+5.9% |
| Admin fee / account holder | $2,016 | $5,881-65.7% | $9,015-77.6% | $4,297-53.1% |