Filed June 22, 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 | $106,178 | $86,286+23.1% | $111,297-4.6% | $85,850+23.7% |
| Participation rate | 84.5% | 73.3%+11.2pp | 77.3%+7.2pp | 69.3%+15.2pp |
| Annual return | 14.13% | 19.99%-5.9pp | 54.65%-40.5pp | 318.53%-304.4pp |
| Employer contribution / active EE | $2,549 | $2,043+24.8% | $2,731-6.7% | $2,565-0.6% |
| Participant deferral / active EE | $3,298 | $3,641-9.4% | $4,487-26.5% | $3,952-16.5% |
| Admin fee / account holder | $3,612 | $8,188-55.9% | $7,964-54.6% | $6,260-42.3% |