Filed June 30, 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 8-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 | $45,642 | $127,386-64.2% | $115,037-60.3% | $125,391-63.6% |
| Participation rate | 88.2% | 84.2%+4.1pp | 81.4%+6.9pp | 83.2%+5.0pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,878 | $5,166-44.3% | $4,608-37.5% | $4,866-40.8% |
| Participant deferral / active EE | $4,658 | $6,423-27.5% | $6,026-22.7% | $5,352-13.0% |
| Admin fee / account holder | $388 | $9,516-95.9% | $8,175-95.3% | $9,540-95.9% |