Filed June 30, 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 | $208,539 | $67,606+208.5% | $82,313+153.3% | $70,131+197.4% |
| Participation rate | 97.1% | 72.8%+24.4pp | 76.9%+20.2pp | 69.5%+27.6pp |
| Annual return | 20.26% | 21.57%-1.3pp | 25.88%-5.6pp | 73.14%-52.9pp |
| Employer contribution / active EE | $4,052 | $1,755+130.9% | $2,428+66.8% | $2,342+73.0% |
| Participant deferral / active EE | $7,806 | $2,987+161.3% | $3,706+110.6% | $3,332+134.3% |
| Admin fee / account holder | $6,299 | $4,512+39.6% | $5,608+12.3% | $4,645+35.6% |