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 | $136,018 | $57,828+135.2% | $117,039+16.2% | $70,131+93.9% |
| Participation rate | 90.2% | 67.1%+23.1pp | 77.2%+13.1pp | 69.5%+20.7pp |
| Annual return | 16.89% | 17.55%-0.7pp | 18.95%-2.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,150 | $1,816-36.7% | $3,785-69.6% | $2,342-50.9% |
| Participant deferral / active EE | $5,725 | $2,438+134.8% | $3,929+45.7% | $3,332+71.8% |
| Admin fee / account holder | $1,574 | $3,548-55.6% | $5,974-73.6% | $4,645-66.1% |