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 | $65,428 | $202,432-67.7% | $169,368-61.4% | $139,434-53.1% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 12.96% | 531.74%-518.8pp | 405.60%-392.6pp | 372.94%-360.0pp |
| Employer contribution / active EE | $945 | $4,692-79.9% | $4,013-76.5% | $4,751-80.1% |
| Participant deferral / active EE | $6,589 | $6,938-5.0% | $6,221+5.9% | $6,710-1.8% |
| Admin fee / account holder | $33,373 | $10,708+211.7% | $9,003+270.7% | $11,403+192.7% |