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 | $84,132 | $68,073+23.6% | $76,080+10.6% | $85,850-2.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 79.4%+20.6pp | 69.3%+30.7pp |
| Annual return | 27.63% | 19.42%+8.2pp | 42.50%-14.9pp | 318.53%-290.9pp |
| Employer contribution / active EE | $2,468 | $3,209-23.1% | $3,962-37.7% | $2,565-3.8% |
| Participant deferral / active EE | $4,848 | $3,799+27.6% | $4,905-1.2% | $3,952+22.7% |
| Admin fee / account holder | $1,665 | $3,422-51.3% | $4,883-65.9% | $6,260-73.4% |