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 | $96,670 | $79,944+20.9% | $98,439-1.8% | $75,163+28.6% |
| Participation rate | 77.8% | 70.4%+7.4pp | 75.2%+2.6pp | 67.2%+10.6pp |
| Annual return | 13.87% | 19.75%-5.9pp | 21.16%-7.3pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,982 | $2,264-12.4% | $3,048-35.0% | $2,670-25.7% |
| Participant deferral / active EE | $3,850 | $3,752+2.6% | $4,738-18.7% | $4,125-6.7% |
| Admin fee / account holder | $17,698 | $6,840+158.7% | $8,948+97.8% | $5,651+213.2% |