Filed July 25, 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 | $63,472 | $181,894-65.1% | $156,549-59.5% | $273,961-76.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 26.41% | 30.74%-4.3pp | 32.23%-5.8pp | 41.45%-15.0pp |
| Employer contribution / active EE | $4,375 | $6,248-30.0% | $5,501-20.5% | $4,869-10.1% |
| Participant deferral / active EE | $2,173 | $5,550-60.8% | $4,871-55.4% | $5,287-58.9% |
| Admin fee / account holder | $9,756 | $15,559-37.3% | $13,027-25.1% | $10,132-3.7% |