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 | $116,176 | $110,094+5.5% | $151,611-23.4% | $68,494+69.6% |
| Participation rate | 98.3% | 84.0%+14.3pp | 87.5%+10.8pp | 67.9%+30.4pp |
| Annual return | -12.36% | -10.12%-2.2pp | 3.33%-15.7pp | -7.84%-4.5pp |
| Employer contribution / active EE | $4,865 | $4,471+8.8% | $6,166-21.1% | $2,596+87.4% |
| Participant deferral / active EE | $3,091 | $6,527-52.6% | $8,363-63.0% | $4,027-23.2% |
| Admin fee / account holder | $3,614 | $7,719-53.2% | $11,616-68.9% | $5,403-33.1% |