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 | $68,581 | $72,277-5.1% | $101,248-32.3% | $79,858-14.1% |
| Participation rate | 84.1% | 68.5%+15.7pp | 75.8%+8.3pp | 69.6%+14.5pp |
| Annual return | 13.63% | 22.30%-8.7pp | 46.47%-32.8pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,658 | $2,692-38.4% | $3,660-54.7% | $2,471-32.9% |
| Participant deferral / active EE | $4,038 | $3,282+23.1% | $4,370-7.6% | $3,740+8.0% |
| Admin fee / account holder | $1,947 | $4,400-55.8% | $5,945-67.3% | $5,306-63.3% |