Filed August 8, 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 4-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 | $85,038 | $52,681+61.4% | $75,781+12.2% | $59,632+42.6% |
| Participation rate | 94.9% | 67.2%+27.7pp | 75.8%+19.1pp | 68.7%+26.2pp |
| Annual return | -1.36% | 2.95%-4.3pp | 9.68%-11.0pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $7,485 | $2,193+241.3% | $3,323+125.2% | $2,203+239.8% |
| Participant deferral / active EE | $5,471 | $2,591+111.2% | $3,651+49.8% | $3,192+71.4% |
| Admin fee / account holder | $5,863 | $3,610+62.4% | $5,299+10.6% | $4,297+36.4% |