Filed May 8, 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 | $33,619 | $46,869-28.3% | $122,332-72.5% | $70,131-52.1% |
| Participation rate | 90.0% | 58.2%+31.8pp | 71.6%+18.4pp | 69.5%+20.5pp |
| Annual return | 15.10% | 24.22%-9.1pp | 30.27%-15.2pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,190 | $1,288-7.6% | $4,050-70.6% | $2,342-49.2% |
| Participant deferral / active EE | $2,542 | $2,166+17.3% | $3,287-22.7% | $3,332-23.7% |
| Admin fee / account holder | $5,232 | $3,322+57.5% | $5,478-4.5% | $4,645+12.6% |