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 | $100,474 | $86,929+15.6% | $102,423-1.9% | $80,856+24.3% |
| Participation rate | 83.1% | 72.4%+10.7pp | 76.5%+6.6pp | 67.6%+15.5pp |
| Annual return | 12.64% | 18.88%-6.2pp | 29.32%-16.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,524 | $2,369+6.5% | $3,023-16.5% | $2,755-8.4% |
| Participant deferral / active EE | $3,146 | $4,118-23.6% | $5,053-37.7% | $4,296-26.8% |
| Admin fee / account holder | $14,821 | $8,049+84.1% | $9,451+56.8% | $6,918+114.2% |