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 | $77,049 | $99,985-22.9% | $146,665-47.5% | $85,850-10.3% |
| Participation rate | 92.4% | 73.1%+19.4pp | 80.1%+12.4pp | 69.3%+23.1pp |
| Annual return | 17.15% | 18.93%-1.8pp | 22.74%-5.6pp | 318.53%-301.4pp |
| Employer contribution / active EE | $945 | $2,559-63.1% | $4,136-77.1% | $2,565-63.1% |
| Participant deferral / active EE | $6,174 | $4,006+54.1% | $5,506+12.1% | $3,952+56.2% |
| Admin fee / account holder | $1,240 | $7,702-83.9% | $10,280-87.9% | $6,260-80.2% |