Filed July 18, 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 | $77,988 | $91,552-14.8% | $133,956-41.8% | $79,858-2.3% |
| Participation rate | 95.7% | 73.3%+22.4pp | 79.8%+15.9pp | 69.6%+26.1pp |
| Annual return | 14.48% | 61.85%-47.4pp | 45.09%-30.6pp | 31.71%-17.2pp |
| Employer contribution / active EE | $941 | $2,384-60.5% | $3,919-76.0% | $2,471-61.9% |
| Participant deferral / active EE | $6,012 | $3,733+61.0% | $5,048+19.1% | $3,740+60.7% |
| Admin fee / account holder | $1,190 | $6,321-81.2% | $8,927-86.7% | $5,306-77.6% |