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 | $224,054 | $63,764+251.4% | $81,930+173.5% | $79,858+180.6% |
| Participation rate | 94.8% | 67.5%+27.3pp | 72.0%+22.8pp | 69.6%+25.2pp |
| Annual return | 15.93% | 22.66%-6.7pp | 29.49%-13.6pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,313 | $1,795-26.9% | $4,310-69.5% | $2,471-46.9% |
| Participant deferral / active EE | $8,139 | $2,780+192.7% | $7,107+14.5% | $3,740+117.6% |
| Admin fee / account holder | $29,201 | $4,426+559.7% | $5,158+466.1% | $5,306+450.3% |