Filed March 1, 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 | $67,809 | $123,793-45.2% | $177,821-61.9% | $79,858-15.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 16.21% | 22.82%-6.6pp | 48.32%-32.1pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,375 | $4,095-42.0% | $5,918-59.9% | $2,471-3.9% |
| Participant deferral / active EE | $4,326 | $5,956-27.4% | $7,714-43.9% | $3,740+15.7% |
| Admin fee / account holder | $1,647 | $7,243-77.3% | $12,427-86.7% | $5,306-69.0% |