Filed June 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 | $177,879 | $57,065+211.7% | $75,670+135.1% | $70,131+153.6% |
| Participation rate | 98.7% | 68.1%+30.6pp | 72.3%+26.3pp | 69.5%+29.1pp |
| Annual return | 18.70% | 23.57%-4.9pp | 27.34%-8.6pp | 73.14%-54.4pp |
| Employer contribution / active EE | $729 | $1,817-59.9% | $2,352-69.0% | $2,342-68.9% |
| Participant deferral / active EE | $6,824 | $2,580+164.5% | $3,142+117.2% | $3,332+104.8% |
| Admin fee / account holder | $8,298 | $3,825+116.9% | $5,800+43.1% | $4,645+78.6% |