Filed June 14, 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 | $97,127 | $185,822-47.7% | $169,993-42.9% | $139,434-30.3% |
| Participation rate | 94.7% | 87.8%+7.0pp | 87.0%+7.7pp | 80.3%+14.4pp |
| Annual return | 16.93% | 60.50%-43.6pp | 53.37%-36.4pp | 372.94%-356.0pp |
| Employer contribution / active EE | $7,450 | $7,590-1.8% | $6,785+9.8% | $4,751+56.8% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,710-100.0% |
| Admin fee / account holder | $629 | $15,381-95.9% | $12,815-95.1% | $11,403-94.5% |