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 | $54,075 | $48,076+12.5% | $78,689-31.3% | $62,891-14.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.37% | 31.35%-23.0pp | 62.18%-53.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,286 | $2,015+13.5% | $2,851-19.8% | $2,281+0.2% |
| Participant deferral / active EE | $3,323 | $2,588+28.4% | $3,517-5.5% | $3,203+3.7% |
| Admin fee / account holder | $576 | $3,207-82.0% | $4,510-87.2% | $4,296-86.6% |