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 | $105,278 | $109,359-3.7% | $162,163-35.1% | $72,985+44.2% |
| Participation rate | 79.1% | 84.3%-5.2pp | 87.6%-8.5pp | 69.5%+9.6pp |
| Annual return | 20.01% | 25.46%-5.4pp | 115.59%-95.6pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,681 | $3,907-57.0% | $5,614-70.1% | $2,440-31.1% |
| Participant deferral / active EE | $5,980 | $5,481+9.1% | $7,298-18.1% | $3,607+65.8% |
| Admin fee / account holder | $11,908 | $7,972+49.4% | $10,843+9.8% | $5,124+132.4% |