Filed June 17, 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 | $151,515 | $81,208+86.6% | $98,907+53.2% | $79,858+89.7% |
| Participation rate | 80.6% | 72.5%+8.1pp | 76.0%+4.6pp | 69.6%+11.0pp |
| Annual return | 15.78% | 60.99%-45.2pp | 196.43%-180.7pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,652 | $1,960-15.7% | $2,689-38.6% | $2,471-33.1% |
| Participant deferral / active EE | $4,303 | $3,265+31.8% | $4,244+1.4% | $3,740+15.0% |
| Admin fee / account holder | $3,184 | $6,013-47.0% | $6,642-52.1% | $5,306-40.0% |