Filed July 12, 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 | $42,539 | $105,859-59.8% | $90,160-52.8% | $147,584-71.2% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 18.39% | 37.63%-19.2pp | 34.88%-16.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $5,729 | $4,126+38.8% | $3,318+72.7% | $4,876+17.5% |
| Participant deferral / active EE | $11,435 | $5,733+99.4% | $5,288+116.3% | $5,439+110.3% |
| Admin fee / account holder | $7,497 | $8,046-6.8% | $5,943+26.1% | $10,885-31.1% |