Filed April 26, 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 | $112,795 | $51,708+118.1% | $106,619+5.8% | $62,891+79.4% |
| Participation rate | 89.1% | 66.9%+22.3pp | 78.0%+11.1pp | 69.3%+19.8pp |
| Annual return | 10.04% | 4.69%+5.4pp | 9.42%+0.6pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,054 | $1,764-40.2% | $3,947-73.3% | $2,281-53.8% |
| Participant deferral / active EE | $5,142 | $2,315+122.1% | $3,930+30.8% | $3,203+60.5% |
| Admin fee / account holder | $2,531 | $3,349-24.4% | $6,418-60.6% | $4,296-41.1% |