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 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 | $115,902 | $56,484+105.2% | $169,463-31.6% | $64,186+80.6% |
| Participation rate | 91.5% | 64.5%+27.0pp | 77.8%+13.8pp | 69.6%+22.0pp |
| Annual return | -1.56% | -1.55%0pp | 1.83%-3.4pp | 7.63%-9.2pp |
| Employer contribution / active EE | $10,622 | $1,832+479.6% | $4,159+155.4% | $2,381+346.1% |
| Participant deferral / active EE | $7,652 | $3,448+121.9% | $5,277+45.0% | $3,470+120.5% |
| Admin fee / account holder | $21,568 | $4,174+416.7% | $9,109+136.8% | $4,888+341.2% |