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 | $65,649 | $88,751-26.0% | $81,812-19.8% | $145,922-55.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 19.38% | 1025.40%-1006.0pp | 773.79%-754.4pp | 561.29%-541.9pp |
| Employer contribution / active EE | $2,678 | $3,083-13.1% | $2,912-8.0% | $4,660-42.5% |
| Participant deferral / active EE | $8,301 | $4,643+78.8% | $4,319+92.2% | $6,688+24.1% |
| Admin fee / account holder | $1,474 | $8,415-82.5% | $7,386-80.0% | $13,397-89.0% |