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 | $66,598 | $53,901+23.6% | $134,143-50.4% | $73,488-9.4% |
| Participation rate | 71.0% | 62.8%+8.2pp | 72.2%-1.2pp | 70.7%+0.3pp |
| Annual return | 13.53% | 15.82%-2.3pp | 36.33%-22.8pp | 28.51%-15.0pp |
| Employer contribution / active EE | $1,231 | $1,458-15.6% | $3,704-66.8% | $2,270-45.8% |
| Participant deferral / active EE | $2,576 | $2,739-5.9% | $3,499-26.4% | $3,740-31.1% |
| Admin fee / account holder | $24,007 | $581+4035.3% | $6,684+259.2% | $513+4579.1% |