Filed June 14, 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 9-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 | $62,027 | $65,365-5.1% | $92,893-33.2% | $72,985-15.0% |
| Participation rate | 82.5% | 68.3%+14.2pp | 76.0%+6.5pp | 69.5%+13.0pp |
| Annual return | 21.27% | 42.10%-20.8pp | 109.41%-88.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,269 | $2,594-12.5% | $3,653-37.9% | $2,440-7.0% |
| Participant deferral / active EE | $4,299 | $3,128+37.4% | $4,236+1.5% | $3,607+19.2% |
| Admin fee / account holder | $5,074 | $4,251+19.3% | $5,794-12.4% | $5,124-1.0% |