Filed July 26, 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 | $64,515 | $57,506+12.2% | $67,221-4.0% | $79,858-19.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 28.42% | 18.46%+10.0pp | 20.72%+7.7pp | 31.71%-3.3pp |
| Employer contribution / active EE | $2,355 | $2,961-20.5% | $3,723-36.8% | $2,471-4.7% |
| Participant deferral / active EE | $4,656 | $3,508+32.7% | $4,384+6.2% | $3,740+24.5% |
| Admin fee / account holder | $12,022 | $4,029+198.4% | $5,844+105.7% | $5,306+126.6% |