Filed June 20, 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 | $67,047 | $52,279+28.2% | $89,391-25.0% | $79,858-16.0% |
| Participation rate | 76.1% | 57.5%+18.5pp | 68.0%+8.1pp | 69.6%+6.5pp |
| Annual return | 16.07% | 22.16%-6.1pp | 245.62%-229.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $548 | $1,572-65.1% | $2,586-78.8% | $2,471-77.8% |
| Participant deferral / active EE | $4,970 | $2,740+81.4% | $3,890+27.8% | $3,740+32.9% |
| Admin fee / account holder | $1,879 | $3,356-44.0% | $4,881-61.5% | $5,306-64.6% |