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 | $124,971 | $123,793+1.0% | $177,821-29.7% | $79,858+56.5% |
| Participation rate | 81.4% | 84.7%-3.3pp | 87.7%-6.3pp | 69.6%+11.8pp |
| Annual return | 13.21% | 22.82%-9.6pp | 48.32%-35.1pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,803 | $4,095-56.0% | $5,918-69.5% | $2,471-27.0% |
| Participant deferral / active EE | $6,372 | $5,956+7.0% | $7,714-17.4% | $3,740+70.4% |
| Admin fee / account holder | $2,772 | $7,243-61.7% | $12,427-77.7% | $5,306-47.8% |