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 | $76,727 | $138,347-44.5% | $184,203-58.3% | $80,856-5.1% |
| Participation rate | 93.8% | 83.9%+10.0pp | 86.8%+7.0pp | 67.6%+26.2pp |
| Annual return | 11.88% | 20.02%-8.1pp | 28.81%-16.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,544 | $4,850-47.6% | $6,427-60.4% | $2,755-7.7% |
| Participant deferral / active EE | $4,147 | $7,071-41.3% | $9,131-54.6% | $4,296-3.5% |
| Admin fee / account holder | $5,777 | $10,483-44.9% | $13,901-58.4% | $6,918-16.5% |