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 | $24,710 | $54,762-54.9% | $90,281-72.6% | $72,985-66.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.43% | 30.63%-10.2pp | 78.10%-57.7pp | 81.00%-60.6pp |
| Employer contribution / active EE | $2,274 | $2,092+8.7% | $2,854-20.3% | $2,440-6.8% |
| Participant deferral / active EE | $2,386 | $2,887-17.4% | $3,885-38.6% | $3,607-33.9% |
| Admin fee / account holder | $10,121 | $3,972+154.8% | $5,351+89.1% | $5,124+97.5% |