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 | $76,515 | $74,888+2.2% | $71,209+7.5% | $142,382-46.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.36% | 345.14%-329.8pp | 282.51%-267.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $830 | $2,854-70.9% | $2,721-69.5% | $4,299-80.7% |
| Participant deferral / active EE | $5,079 | $4,454+14.0% | $4,175+21.7% | $6,507-21.9% |
| Admin fee / account holder | $8,487 | $5,568+52.4% | $5,349+58.7% | $12,624-32.8% |