Filed June 28, 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 6-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 | $154,014 | $64,480+138.9% | $81,382+89.2% | $80,856+90.5% |
| Participation rate | 97.1% | 63.9%+33.3pp | 69.5%+27.7pp | 67.6%+29.5pp |
| Annual return | 10.81% | 16.34%-5.5pp | 24.73%-13.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,688 | $1,978+86.4% | $2,463+49.7% | $2,755+33.9% |
| Participant deferral / active EE | $10,233 | $3,094+230.8% | $3,883+163.5% | $4,296+138.2% |
| Admin fee / account holder | $22,558 | $5,671+297.8% | $5,768+291.1% | $6,918+226.1% |