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 | $126,648 | $94,529+34.0% | $140,016-9.5% | $64,186+97.3% |
| Participation rate | 96.4% | 84.1%+12.3pp | 87.5%+8.9pp | 69.6%+26.8pp |
| Annual return | -5.62% | 7.77%-13.4pp | 651.12%-656.7pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,348 | $3,812-64.7% | $5,606-76.0% | $2,381-43.4% |
| Participant deferral / active EE | $4,613 | $5,250-12.1% | $6,927-33.4% | $3,470+33.0% |
| Admin fee / account holder | $9,349 | $6,741+38.7% | $10,705-12.7% | $4,888+91.3% |