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 | $32,264 | $107,934-70.1% | $91,989-64.9% | $152,861-78.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 24.87% | 89.24%-64.4pp | 69.02%-44.1pp | 345.32%-320.4pp |
| Employer contribution / active EE | $4,291 | $4,210+1.9% | $3,452+24.3% | $4,762-9.9% |
| Participant deferral / active EE | $7,387 | $6,364+16.1% | $5,923+24.7% | $5,850+26.3% |
| Admin fee / account holder | $7,027 | $10,520-33.2% | $7,743-9.2% | $11,596-39.4% |