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 | $79,231 | $77,813+1.8% | $123,544-35.9% | $64,186+23.4% |
| Participation rate | 93.3% | 74.7%+18.6pp | 82.3%+11.0pp | 69.6%+23.8pp |
| Annual return | 4.21% | 12.48%-8.3pp | 119.20%-115.0pp | 7.63%-3.4pp |
| Employer contribution / active EE | $6,667 | $3,014+121.2% | $4,628+44.1% | $2,381+180.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,230 | $5,519+31.0% | $9,284-22.1% | $4,888+47.9% |