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 | $60,141 | $110,094-45.4% | $151,611-60.3% | $68,494-12.2% |
| Participation rate | 98.6% | 84.0%+14.6pp | 87.5%+11.1pp | 67.9%+30.7pp |
| Annual return | -9.77% | -10.12%+0.3pp | 3.33%-13.1pp | -7.84%-1.9pp |
| Employer contribution / active EE | $4,943 | $4,471+10.6% | $6,166-19.8% | $2,596+90.4% |
| Participant deferral / active EE | $4,400 | $6,527-32.6% | $8,363-47.4% | $4,027+9.3% |
| Admin fee / account holder | $8,036 | $7,719+4.1% | $11,616-30.8% | $5,403+48.7% |