Filed March 24, 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 | $51,339 | $167,484-69.3% | $151,611-66.1% | $134,475-61.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -15.80% | 7.80%-23.6pp | 3.33%-19.1pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,218 | $6,829-67.5% | $6,166-64.0% | $4,740-53.2% |
| Participant deferral / active EE | $6,892 | $8,986-23.3% | $8,363-17.6% | $6,400+7.7% |
| Admin fee / account holder | $794 | $13,783-94.2% | $11,616-93.2% | $11,426-93.1% |