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 | $85,907 | $71,883+19.5% | $86,677-0.9% | $68,494+25.4% |
| Participation rate | 80.2% | 72.2%+8.0pp | 76.6%+3.6pp | 67.9%+12.3pp |
| Annual return | -14.82% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,097 | $2,173-3.5% | $2,836-26.1% | $2,596-19.2% |
| Participant deferral / active EE | $2,738 | $3,779-27.5% | $4,656-41.2% | $4,027-32.0% |
| Admin fee / account holder | $9,077 | $6,112+48.5% | $7,493+21.1% | $5,403+68.0% |