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 | $131,456 | $109,359+20.2% | $162,163-18.9% | $72,985+80.1% |
| Participation rate | 94.9% | 84.3%+10.7pp | 87.6%+7.4pp | 69.5%+25.4pp |
| Annual return | 18.89% | 25.46%-6.6pp | 115.59%-96.7pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,360 | $3,907-65.2% | $5,614-75.8% | $2,440-44.2% |
| Participant deferral / active EE | $4,912 | $5,481-10.4% | $7,298-32.7% | $3,607+36.2% |
| Admin fee / account holder | $15,926 | $7,972+99.8% | $10,843+46.9% | $5,124+210.8% |