Filed March 29, 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 | $105,227 | $58,828+78.9% | $77,999+34.9% | $62,891+67.3% |
| Participation rate | 79.2% | 71.1%+8.1pp | 75.5%+3.6pp | 69.3%+9.9pp |
| Annual return | 11.96% | 17.16%-5.2pp | 425.96%-414.0pp | 20.14%-8.2pp |
| Employer contribution / active EE | $768 | $1,672-54.1% | $2,470-68.9% | $2,281-66.3% |
| Participant deferral / active EE | $5,217 | $2,686+94.3% | $3,497+49.2% | $3,203+62.9% |
| Admin fee / account holder | $5,383 | $4,393+22.5% | $5,480-1.8% | $4,296+25.3% |