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 | $142,380 | $123,793+15.0% | $177,821-19.9% | $79,858+78.3% |
| Participation rate | 94.7% | 84.7%+10.1pp | 87.7%+7.0pp | 69.6%+25.1pp |
| Annual return | 12.71% | 22.82%-10.1pp | 48.32%-35.6pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,390 | $4,095-66.0% | $5,918-76.5% | $2,471-43.7% |
| Participant deferral / active EE | $4,758 | $5,956-20.1% | $7,714-38.3% | $3,740+27.2% |
| Admin fee / account holder | $9,726 | $7,243+34.3% | $12,427-21.7% | $5,306+83.3% |