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 | $63,227 | $190,805-66.9% | $159,960-60.5% | $134,475-53.0% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | 3.02% | 552.23%-549.2pp | 408.60%-405.6pp | 417.96%-414.9pp |
| Employer contribution / active EE | $1,184 | $4,995-76.3% | $4,226-72.0% | $4,740-75.0% |
| Participant deferral / active EE | $4,497 | $6,923-35.1% | $6,182-27.3% | $6,400-29.7% |
| Admin fee / account holder | $15,130 | $10,471+44.5% | $8,698+73.9% | $11,426+32.4% |