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 | $161,501 | $77,634+108.0% | $156,549+3.2% | $62,891+156.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.13% | 50.32%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $12,623 | $3,444+266.6% | $5,501+129.5% | $2,281+453.4% |
| Participant deferral / active EE | $6,364 | $3,045+109.0% | $4,871+30.6% | $3,203+98.7% |
| Admin fee / account holder | $8,486 | $5,561+52.6% | $13,027-34.9% | $4,296+97.5% |