Filed June 14, 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 | $176,246 | $99,341+77.4% | $84,750+108.0% | $273,961-35.7% |
| Participation rate | 84.6% | 80.7%+3.9pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 7.26% | 22.93%-15.7pp | 22.78%-15.5pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,417 | $4,214-42.6% | $3,574-32.4% | $4,869-50.4% |
| Participant deferral / active EE | $5,062 | $4,269+18.6% | $3,712+36.4% | $5,287-4.3% |
| Admin fee / account holder | $48,426 | $6,644+628.9% | $5,332+808.2% | $10,132+378.0% |