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 | $41,914 | $109,817-61.8% | $98,442-57.4% | $167,490-75.0% |
| Participation rate | 94.1% | 75.8%+18.3pp | 73.3%+20.8pp | 82.1%+12.0pp |
| Annual return | 15.79% | 1956.69%-1940.9pp | 1492.73%-1476.9pp | 478.56%-462.8pp |
| Employer contribution / active EE | $3,532 | $3,224+9.6% | $2,960+19.3% | $4,837-27.0% |
| Participant deferral / active EE | $8,551 | $4,673+83.0% | $4,276+100.0% | $6,341+34.9% |
| Admin fee / account holder | $9,669 | $6,753+43.2% | $5,949+62.5% | $12,309-21.4% |