Filed June 22, 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 | $166,841 | $48,076+247.0% | $78,689+112.0% | $62,891+165.3% |
| Participation rate | 96.2% | 65.2%+31.0pp | 73.6%+22.7pp | 69.3%+26.9pp |
| Annual return | 8.53% | 31.35%-22.8pp | 62.18%-53.6pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,326 | $2,015+15.5% | $2,851-18.4% | $2,281+2.0% |
| Participant deferral / active EE | $8,244 | $2,588+218.6% | $3,517+134.4% | $3,203+157.4% |
| Admin fee / account holder | $7,136 | $3,207+122.5% | $4,510+58.2% | $4,296+66.1% |