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 | $87,991 | $48,076+83.0% | $78,689+11.8% | $62,891+39.9% |
| Participation rate | 97.0% | 65.2%+31.8pp | 73.6%+23.4pp | 69.3%+27.7pp |
| Annual return | 6.17% | 31.35%-25.2pp | 62.18%-56.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $4,546 | $2,015+125.6% | $2,851+59.5% | $2,281+99.3% |
| Participant deferral / active EE | $6,797 | $2,588+162.7% | $3,517+93.3% | $3,203+112.2% |
| Admin fee / account holder | $5,614 | $3,207+75.0% | $4,510+24.5% | $4,296+30.7% |