Filed February 24, 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 | $31,837 | $168,632-81.1% | $147,614-78.4% | $125,391-74.6% |
| Participation rate | 94.1% | 88.8%+5.3pp | 84.6%+9.5pp | 83.2%+10.9pp |
| Annual return | 3.64% | 77.65%-74.0pp | 61.98%-58.3pp | 282.22%-278.6pp |
| Employer contribution / active EE | $4,331 | $6,252-30.7% | $5,564-22.2% | $4,866-11.0% |
| Participant deferral / active EE | $2,660 | $5,507-51.7% | $4,895-45.7% | $5,352-50.3% |
| Admin fee / account holder | $9,452 | $13,580-30.4% | $11,611-18.6% | $9,540-0.9% |