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 | $59,430 | $91,538-35.1% | $129,995-54.3% | $75,163-20.9% |
| Participation rate | 93.5% | 71.4%+22.1pp | 78.5%+15.0pp | 67.2%+26.3pp |
| Annual return | 16.37% | -631.11%+647.5pp | -137.18%+153.6pp | 160.62%-144.2pp |
| Employer contribution / active EE | $973 | $2,845-65.8% | $4,320-77.5% | $2,670-63.5% |
| Participant deferral / active EE | $6,106 | $4,341+40.7% | $5,820+4.9% | $4,125+48.0% |
| Admin fee / account holder | $8,870 | $6,790+30.6% | $10,614-16.4% | $5,651+57.0% |