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 | $71,042 | $110,094-35.5% | $151,611-53.1% | $68,494+3.7% |
| Participation rate | 98.2% | 84.0%+14.3pp | 87.5%+10.8pp | 67.9%+30.4pp |
| Annual return | -11.21% | -10.12%-1.1pp | 3.33%-14.5pp | -7.84%-3.4pp |
| Employer contribution / active EE | $4,474 | $4,471+0.1% | $6,166-27.4% | $2,596+72.3% |
| Participant deferral / active EE | $5,335 | $6,527-18.3% | $8,363-36.2% | $4,027+32.5% |
| Admin fee / account holder | $9,616 | $7,719+24.6% | $11,616-17.2% | $5,403+78.0% |