Filed April 27, 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 | $90,021 | $100,041-10.0% | $149,718-39.9% | $70,131+28.4% |
| Participation rate | 90.7% | 83.6%+7.1pp | 87.1%+3.6pp | 69.5%+21.2pp |
| Annual return | 16.89% | 27.43%-10.5pp | 1501.63%-1484.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,688 | $3,662-53.9% | $5,445-69.0% | $2,342-27.9% |
| Participant deferral / active EE | $6,106 | $4,983+22.5% | $6,569-7.1% | $3,332+83.3% |
| Admin fee / account holder | $4,780 | $8,286-42.3% | $11,283-57.6% | $4,645+2.9% |