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 9-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 | $79,761 | $102,966-22.5% | $90,281-11.7% | $152,861-47.8% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 24.29% | 95.16%-70.9pp | 78.10%-53.8pp | 345.32%-321.0pp |
| Employer contribution / active EE | $3,138 | $3,1390% | $2,854+9.9% | $4,762-34.1% |
| Participant deferral / active EE | $2,201 | $4,281-48.6% | $3,885-43.4% | $5,850-62.4% |
| Admin fee / account holder | $443 | $6,171-92.8% | $5,351-91.7% | $11,596-96.2% |