Filed July 10, 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 | $37,175 | $97,044-61.7% | $83,333-55.4% | $135,375-72.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 7.86% | 12.31%-4.5pp | 10.63%-2.8pp | 519.73%-511.9pp |
| Employer contribution / active EE | $881 | $4,143-78.7% | $3,379-73.9% | $4,779-81.6% |
| Participant deferral / active EE | $1,802 | $5,964-69.8% | $5,565-67.6% | $5,609-67.9% |
| Admin fee / account holder | $3,535 | $8,380-57.8% | $7,510-52.9% | $10,827-67.4% |