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 | $65,747 | $53,127+23.8% | $86,590-24.1% | $70,131-6.3% |
| Participation rate | 93.8% | 65.3%+28.4pp | 73.5%+20.2pp | 69.5%+24.2pp |
| Annual return | 17.95% | 27.66%-9.7pp | 964.84%-946.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,263 | $2,068+9.4% | $2,839-20.3% | $2,342-3.4% |
| Participant deferral / active EE | $3,770 | $2,696+39.8% | $3,609+4.5% | $3,332+13.1% |
| Admin fee / account holder | $7,153 | $3,585+99.5% | $4,906+45.8% | $4,645+54.0% |