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 | $178,887 | $146,267+22.3% | $197,124-9.3% | $82,448+117.0% |
| Participation rate | 86.4% | 84.0%+2.3pp | 86.7%-0.4pp | 68.1%+18.3pp |
| Annual return | 17.43% | 29.61%-12.2pp | 44.34%-26.9pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,643 | $4,723-44.0% | $6,227-57.6% | $2,551+3.6% |
| Participant deferral / active EE | $5,552 | $7,035-21.1% | $9,135-39.2% | $4,139+34.1% |
| Admin fee / account holder | $5,497 | $14,422-61.9% | $16,298-66.3% | $7,234-24.0% |