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 | $25,239 | $65,409-61.4% | $98,442-74.4% | $85,850-70.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 16.06% | 21.76%-5.7pp | 1492.73%-1476.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $2,281 | $2,168+5.2% | $2,960-22.9% | $2,565-11.1% |
| Participant deferral / active EE | $1,767 | $3,166-44.2% | $4,276-58.7% | $3,952-55.3% |
| Admin fee / account holder | $4,337 | $4,593-5.6% | $5,949-27.1% | $6,260-30.7% |