Filed March 15, 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 | $59,317 | $55,706+6.5% | $75,886-21.8% | $72,985-18.7% |
| Participation rate | 95.1% | 61.1%+34.0pp | 69.3%+25.8pp | 69.5%+25.6pp |
| Annual return | 22.01% | 27.59%-5.6pp | 30.76%-8.7pp | 81.00%-59.0pp |
| Employer contribution / active EE | $4,249 | $1,687+151.9% | $2,500+69.9% | $2,440+74.2% |
| Participant deferral / active EE | $4,151 | $2,634+57.6% | $3,603+15.2% | $3,607+15.1% |
| Admin fee / account holder | $3,225 | $3,978-18.9% | $5,418-40.5% | $5,124-37.1% |