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 | $82,036 | $61,052+34.4% | $142,863-42.6% | $79,386+3.3% |
| Participation rate | 71.0% | 60.1%+10.9pp | 71.9%-0.9pp | 70.7%+0.3pp |
| Annual return | 14.79% | 16.02%-1.2pp | 5637.54%-5622.7pp | 116.85%-102.1pp |
| Employer contribution / active EE | $1,689 | $1,481+14.1% | $4,144-59.2% | $2,427-30.4% |
| Participant deferral / active EE | $3,341 | $2,879+16.0% | $3,837-12.9% | $4,046-17.4% |
| Admin fee / account holder | $1,954 | $659+196.4% | $6,560-70.2% | $626+212.0% |