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 | $62,523 | $110,094-43.2% | $151,611-58.8% | $68,494-8.7% |
| Participation rate | 94.9% | 84.0%+11.0pp | 87.5%+7.4pp | 67.9%+27.0pp |
| Annual return | -15.37% | -10.12%-5.2pp | 3.33%-18.7pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,438 | $4,471-45.5% | $6,166-60.5% | $2,596-6.1% |
| Participant deferral / active EE | $3,965 | $6,527-39.3% | $8,363-52.6% | $4,027-1.5% |
| Admin fee / account holder | $10,162 | $7,719+31.7% | $11,616-12.5% | $5,403+88.1% |