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 | $152,134 | $125,758+21.0% | $169,993-10.5% | $75,163+102.4% |
| Participation rate | 81.8% | 83.6%-1.8pp | 87.0%-5.2pp | 67.2%+14.6pp |
| Annual return | 15.40% | 27.20%-11.8pp | 53.37%-38.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,479 | $4,615-68.0% | $6,785-78.2% | $2,670-44.6% |
| Participant deferral / active EE | $4,798 | $6,837-29.8% | $10,408-53.9% | $4,125+16.3% |
| Admin fee / account holder | $11,812 | $8,173+44.5% | $12,815-7.8% | $5,651+109.0% |