Filed July 22, 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 | $131,965 | $67,606+95.2% | $82,313+60.3% | $70,131+88.2% |
| Participation rate | 83.0% | 72.8%+10.2pp | 76.9%+6.1pp | 69.5%+13.5pp |
| Annual return | 17.86% | 21.57%-3.7pp | 25.88%-8.0pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,229 | $1,755+27.0% | $2,428-8.2% | $2,342-4.8% |
| Participant deferral / active EE | $3,984 | $2,987+33.4% | $3,706+7.5% | $3,332+19.6% |
| Admin fee / account holder | $1,781 | $4,512-60.5% | $5,608-68.2% | $4,645-61.7% |