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 | $108,912+112.4% | $100,383+130.4% | $145,959+58.5% |
| Participation rate | 95.7% | 83.0%+12.7pp | 81.5%+14.2pp | 80.3%+15.4pp |
| Annual return | 12.23% | 57.96%-45.7pp | 49.26%-37.0pp | 561.95%-549.7pp |
| Employer contribution / active EE | $3,148 | $4,423-28.8% | $3,944-20.2% | $4,661-32.5% |
| Participant deferral / active EE | $8,876 | $8,451+5.0% | $8,086+9.8% | $6,689+32.7% |
| Admin fee / account holder | $7,495 | $9,690-22.7% | $7,900-5.1% | $13,398-44.1% |