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 | $195,718 | $72,492+170.0% | $87,100+124.7% | $72,985+168.2% |
| Participation rate | 97.9% | 72.8%+25.1pp | 76.9%+21.0pp | 69.5%+28.4pp |
| Annual return | 25.40% | 24.46%+0.9pp | 28.19%-2.8pp | 81.00%-55.6pp |
| Employer contribution / active EE | $3,738 | $1,894+97.4% | $2,521+48.2% | $2,440+53.2% |
| Participant deferral / active EE | $7,065 | $3,270+116.1% | $4,049+74.5% | $3,607+95.9% |
| Admin fee / account holder | $3,388 | $5,055-33.0% | $7,497-54.8% | $5,124-33.9% |