Filed June 30, 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 | $184,123 | $94,625+94.6% | $116,228+58.4% | $84,808+117.1% |
| Participation rate | 90.9% | 70.4%+20.5pp | 74.6%+16.4pp | 68.3%+22.6pp |
| Annual return | 13.96% | 20.40%-6.4pp | 90.06%-76.1pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,841 | $2,347+21.1% | $2,994-5.1% | $2,631+8.0% |
| Participant deferral / active EE | $6,259 | $3,972+57.6% | $4,953+26.4% | $4,212+48.6% |
| Admin fee / account holder | $12,694 | $10,091+25.8% | $11,989+5.9% | $7,344+72.9% |