Filed June 21, 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 | $149,581 | $171,865-13.0% | $149,718-0.1% | $147,584+1.4% |
| Participation rate | 89.5% | 88.2%+1.3pp | 87.1%+2.4pp | 82.8%+6.6pp |
| Annual return | 11.12% | 2113.22%-2102.1pp | 1501.63%-1490.5pp | 578.55%-567.4pp |
| Employer contribution / active EE | $4,254 | $6,275-32.2% | $5,445-21.9% | $4,876-12.8% |
| Participant deferral / active EE | $5,778 | $7,271-20.5% | $6,569-12.0% | $5,439+6.2% |
| Admin fee / account holder | $6,351 | $13,799-54.0% | $11,283-43.7% | $10,885-41.7% |