Filed July 29, 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 | $54,762 | $109,359-49.9% | $162,163-66.2% | $72,985-25.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.92% | 25.46%-4.5pp | 115.59%-94.7pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,579 | $3,907-34.0% | $5,614-54.1% | $2,440+5.7% |
| Participant deferral / active EE | $3,697 | $5,481-32.5% | $7,298-49.3% | $3,607+2.5% |
| Admin fee / account holder | $4,695 | $7,972-41.1% | $10,843-56.7% | $5,124-8.4% |