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 | $111,389 | $94,625+17.7% | $116,228-4.2% | $84,808+31.3% |
| Participation rate | 89.7% | 70.4%+19.2pp | 74.6%+15.1pp | 68.3%+21.3pp |
| Annual return | 12.93% | 20.40%-7.5pp | 90.06%-77.1pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,230 | $2,347-5.0% | $2,994-25.5% | $2,631-15.3% |
| Participant deferral / active EE | $4,194 | $3,972+5.6% | $4,953-15.3% | $4,212-0.4% |
| Admin fee / account holder | $7,753 | $10,091-23.2% | $11,989-35.3% | $7,344+5.6% |