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 | $170,058 | $87,733+93.8% | $106,548+59.6% | $85,850+98.1% |
| Participation rate | 80.0% | 71.9%+8.1pp | 76.1%+3.9pp | 69.3%+10.7pp |
| Annual return | 13.40% | 21.86%-8.5pp | 26.80%-13.4pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,456 | $2,073-29.8% | $2,819-48.3% | $2,565-43.2% |
| Participant deferral / active EE | $3,109 | $3,469-10.4% | $4,398-29.3% | $3,952-21.3% |
| Admin fee / account holder | $1,292 | $6,767-80.9% | $7,407-82.6% | $6,260-79.4% |