Filed June 15, 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 | $231,323 | $108,919+112.4% | $100,391+130.4% | $145,922+58.5% |
| Participation rate | 95.7% | 82.9%+12.7pp | 81.5%+14.2pp | 80.3%+15.4pp |
| Annual return | 12.23% | 57.88%-45.7pp | 49.20%-37.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,148 | $4,419-28.8% | $3,942-20.1% | $4,660-32.4% |
| Participant deferral / active EE | $8,876 | $8,445+5.1% | $8,082+9.8% | $6,688+32.7% |
| Admin fee / account holder | $7,495 | $9,689-22.6% | $7,899-5.1% | $13,397-44.1% |