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 | $100,599 | $56,053+79.5% | $75,972+32.4% | $80,856+24.4% |
| Participation rate | 73.1% | 62.0%+11.1pp | 69.1%+4.1pp | 67.6%+5.5pp |
| Annual return | 11.82% | 20.53%-8.7pp | 359.55%-347.7pp | 35.59%-23.8pp |
| Employer contribution / active EE | $4,788 | $1,874+155.5% | $2,685+78.3% | $2,755+73.8% |
| Participant deferral / active EE | $4,227 | $3,052+38.5% | $4,255-0.7% | $4,296-1.6% |
| Admin fee / account holder | $21,920 | $5,234+318.8% | $6,467+239.0% | $6,918+216.9% |