Filed June 15, 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 | $24,353 | $90,503-73.1% | $78,689-69.1% | $273,961-91.1% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 5.39% | 75.60%-70.2pp | 62.18%-56.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,225 | $3,176-29.9% | $2,851-21.9% | $4,869-54.3% |
| Participant deferral / active EE | $6,642 | $3,901+70.2% | $3,517+88.9% | $5,287+25.6% |
| Admin fee / account holder | $17,246 | $5,263+227.7% | $4,510+282.4% | $10,132+70.2% |