Filed July 28, 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 | $62,465 | $39,122+59.7% | $57,179+9.2% | $62,891-0.7% |
| Participation rate | 96.7% | 70.5%+26.2pp | 75.3%+21.3pp | 69.3%+27.4pp |
| Annual return | 5.10% | 9.23%-4.1pp | 14.59%-9.5pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,167 | $1,874-37.7% | $2,682-56.5% | $2,281-48.8% |
| Participant deferral / active EE | $1,563 | $2,374-34.1% | $3,096-49.5% | $3,203-51.2% |
| Admin fee / account holder | $3,846 | $2,592+48.4% | $3,139+22.5% | $4,296-10.5% |