Filed June 14, 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 | $190,454 | $78,705+142.0% | $117,854+61.6% | $70,131+171.6% |
| Participation rate | 77.9% | 73.2%+4.7pp | 79.7%-1.8pp | 69.5%+8.4pp |
| Annual return | 16.02% | 23.30%-7.3pp | 335.08%-319.1pp | 73.14%-57.1pp |
| Employer contribution / active EE | $735 | $2,223-67.0% | $3,786-80.6% | $2,342-68.6% |
| Participant deferral / active EE | $6,351 | $3,297+92.6% | $4,482+41.7% | $3,332+90.6% |
| Admin fee / account holder | $4,319 | $5,065-14.7% | $8,020-46.1% | $4,645-7.0% |