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 | $102,523 | $51,175+100.3% | $70,515+45.4% | $75,163+36.4% |
| Participation rate | 76.6% | 60.9%+15.6pp | 68.3%+8.2pp | 67.2%+9.4pp |
| Annual return | 16.22% | 30.02%-13.8pp | 32.77%-16.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $5,142 | $1,826+181.6% | $2,973+72.9% | $2,670+92.6% |
| Participant deferral / active EE | $4,634 | $2,849+62.6% | $4,567+1.5% | $4,125+12.3% |
| Admin fee / account holder | $12,125 | $4,091+196.4% | $6,412+89.1% | $5,651+114.6% |