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 | $174,632 | $62,586+179.0% | $76,768+127.5% | $64,186+172.1% |
| Participation rate | 97.6% | 72.8%+24.7pp | 77.0%+20.6pp | 69.6%+28.0pp |
| Annual return | -6.30% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $4,164 | $1,832+127.3% | $2,485+67.6% | $2,381+74.9% |
| Participant deferral / active EE | $7,532 | $3,145+139.5% | $3,852+95.6% | $3,470+117.1% |
| Admin fee / account holder | $19,295 | $4,667+313.4% | $6,675+189.1% | $4,888+294.7% |