Filed May 10, 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 | $44,709 | $150,440-70.3% | $136,294-67.2% | $147,584-69.7% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 23.61% | 1049.08%-1025.5pp | 5155.94%-5132.3pp | 578.55%-554.9pp |
| Employer contribution / active EE | $4,994 | $5,256-5.0% | $4,695+6.4% | $4,876+2.4% |
| Participant deferral / active EE | $8,068 | $6,630+21.7% | $6,247+29.1% | $5,439+48.3% |
| Admin fee / account holder | $797 | $10,905-92.7% | $9,243-91.4% | $10,885-92.7% |