Filed July 12, 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 | $188,340 | $76,367+146.6% | $93,606+101.2% | $72,985+158.1% |
| Participation rate | 79.2% | 71.7%+7.4pp | 75.8%+3.3pp | 69.5%+9.7pp |
| Annual return | 17.75% | 25.82%-8.1pp | 32.76%-15.0pp | 81.00%-63.2pp |
| Employer contribution / active EE | $4,658 | $2,275+104.7% | $2,718+71.4% | $2,440+90.9% |
| Participant deferral / active EE | $5,101 | $3,538+44.2% | $4,069+25.4% | $3,607+41.4% |
| Admin fee / account holder | $47,027 | $6,838+587.7% | $7,888+496.2% | $5,124+817.7% |