Filed June 19, 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 3-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 | $57,665 | $45,211+27.5% | $56,429+2.2% | $70,131-17.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.0%+20.0pp | 69.5%+30.5pp |
| Annual return | 58.44% | 38.45%+20.0pp | 19.04%+39.4pp | 73.14%-14.7pp |
| Employer contribution / active EE | $3,993 | $2,737+45.9% | $3,405+17.3% | $2,342+70.5% |
| Participant deferral / active EE | $6,138 | $2,735+124.4% | $3,951+55.3% | $3,332+84.2% |
| Admin fee / account holder | $10,756 | $3,027+255.4% | $4,466+140.8% | $4,645+131.6% |