Filed June 17, 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 | $43,531 | $60,349-27.9% | $74,183-41.3% | $62,891-30.8% |
| Participation rate | 89.6% | 72.7%+16.8pp | 76.6%+12.9pp | 69.3%+20.2pp |
| Annual return | 6.28% | 21.37%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,112 | $1,680-33.8% | $2,370-53.1% | $2,281-51.2% |
| Participant deferral / active EE | $2,426 | $2,856-15.1% | $3,550-31.7% | $3,203-24.3% |
| Admin fee / account holder | $966 | $4,261-77.3% | $5,586-82.7% | $4,296-77.5% |