Filed August 1, 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 | $16,723 | $48,076-65.2% | $78,689-78.7% | $62,891-73.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.08% | 31.35%-25.3pp | 62.18%-56.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $502 | $2,015-75.1% | $2,851-82.4% | $2,281-78.0% |
| Participant deferral / active EE | $1,592 | $2,588-38.5% | $3,517-54.7% | $3,203-50.3% |
| Admin fee / account holder | $1,931 | $3,207-39.8% | $4,510-57.2% | $4,296-55.0% |