Filed February 23, 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 | $50,854 | $58,208-12.6% | $81,812-37.8% | $80,856-37.1% |
| Participation rate | 91.4% | 63.4%+28.0pp | 72.3%+19.1pp | 67.6%+23.8pp |
| Annual return | 16.62% | 41.66%-25.0pp | 773.79%-757.2pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,804 | $2,340-22.9% | $2,912-38.0% | $2,755-34.5% |
| Participant deferral / active EE | $6,616 | $3,281+101.6% | $4,319+53.2% | $4,296+54.0% |
| Admin fee / account holder | $12,207 | $4,981+145.1% | $7,386+65.3% | $6,918+76.5% |