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 | $162,778 | $54,726+197.4% | $68,793+136.6% | $64,186+153.6% |
| Participation rate | 97.4% | 68.0%+29.3pp | 72.2%+25.1pp | 69.6%+27.8pp |
| Annual return | -5.29% | -1.62%-3.7pp | -4.63%-0.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $992 | $1,846-46.3% | $2,625-62.2% | $2,381-58.3% |
| Participant deferral / active EE | $7,404 | $2,626+181.9% | $3,311+123.6% | $3,470+113.4% |
| Admin fee / account holder | $5,323 | $4,027+32.2% | $5,131+3.7% | $4,888+8.9% |