Filed March 9, 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 | $104,534 | $177,572-41.1% | $154,803-32.5% | $142,382-26.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 14.73% | 65.07%-50.3pp | 58.88%-44.2pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,212 | $4,810-74.8% | $4,305-71.9% | $4,299-71.8% |
| Participant deferral / active EE | $5,746 | $6,272-8.4% | $5,540+3.7% | $6,507-11.7% |
| Admin fee / account holder | $1,893 | $16,786-88.7% | $14,329-86.8% | $12,624-85.0% |