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 | $55,235 | $58,512-5.6% | $84,015-34.3% | $72,985-24.3% |
| Participation rate | 73.2% | 61.2%+11.9pp | 69.0%+4.2pp | 69.5%+3.7pp |
| Annual return | 21.25% | 28.93%-7.7pp | 71.31%-50.1pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,948 | $1,163+67.5% | $1,983-1.8% | $2,440-20.2% |
| Participant deferral / active EE | $3,207 | $2,394+34.0% | $3,239-1.0% | $3,607-11.1% |
| Admin fee / account holder | $1,798 | $4,569-60.6% | $6,101-70.5% | $5,124-64.9% |