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 | $186,510 | $183,963+1.4% | $162,163+15.0% | $152,861+22.0% |
| Participation rate | 76.2% | 88.5%-12.3pp | 87.6%-11.4pp | 82.4%-6.3pp |
| Annual return | 16.30% | 150.76%-134.5pp | 115.59%-99.3pp | 345.32%-329.0pp |
| Employer contribution / active EE | $5,101 | $6,371-19.9% | $5,614-9.1% | $4,762+7.1% |
| Participant deferral / active EE | $5,370 | $8,034-33.2% | $7,298-26.4% | $5,850-8.2% |
| Admin fee / account holder | $2,909 | $13,121-77.8% | $10,843-73.2% | $11,596-74.9% |