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 | $192,603 | $48,265+299.1% | $68,791+180.0% | $68,494+181.2% |
| Participation rate | 95.2% | 60.7%+34.5pp | 69.0%+26.1pp | 67.9%+27.3pp |
| Annual return | -15.52% | -12.71%-2.8pp | -6.38%-9.1pp | -7.84%-7.7pp |
| Employer contribution / active EE | $12,734 | $1,829+596.4% | $2,655+379.6% | $2,596+390.5% |
| Participant deferral / active EE | $7,314 | $2,867+155.1% | $3,941+85.6% | $4,027+81.6% |
| Admin fee / account holder | $3,584 | $4,355-17.7% | $4,932-27.3% | $5,403-33.7% |