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 | $75,519 | $59,839+26.2% | $81,983-7.9% | $79,858-5.4% |
| Participation rate | 92.6% | 61.6%+31.0pp | 69.2%+23.4pp | 69.6%+23.0pp |
| Annual return | 26.27% | 17.56%+8.7pp | 41.31%-15.0pp | 31.71%-5.4pp |
| Employer contribution / active EE | $4,398 | $1,713+156.7% | $2,498+76.1% | $2,471+78.0% |
| Participant deferral / active EE | $4,763 | $2,695+76.7% | $3,722+28.0% | $3,740+27.3% |
| Admin fee / account holder | $6,162 | $4,287+43.7% | $5,664+8.8% | $5,306+16.1% |