Filed February 22, 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 | $46,331 | $46,674-0.7% | $117,472-60.6% | $68,494-32.4% |
| Participation rate | 93.6% | 56.8%+36.8pp | 70.6%+23.0pp | 67.9%+25.7pp |
| Annual return | -17.98% | -14.52%-3.5pp | 29.74%-47.7pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,599 | $1,505+72.8% | $4,176-37.8% | $2,596+0.1% |
| Participant deferral / active EE | $6,405 | $2,636+143.0% | $4,070+57.4% | $4,027+59.0% |
| Admin fee / account holder | $3,033 | $4,020-24.5% | $5,645-46.3% | $5,403-43.9% |