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 | $191,737 | $167,484+14.5% | $151,611+26.5% | $134,475+42.6% |
| Participation rate | 88.2% | 88.4%-0.1pp | 87.5%+0.7pp | 81.2%+7.0pp |
| Annual return | -9.23% | 7.80%-17.0pp | 3.33%-12.6pp | 417.96%-427.2pp |
| Employer contribution / active EE | $9,530 | $6,829+39.6% | $6,166+54.6% | $4,740+101.1% |
| Participant deferral / active EE | $14,397 | $8,986+60.2% | $8,363+72.1% | $6,400+125.0% |
| Admin fee / account holder | $2,731 | $13,783-80.2% | $11,616-76.5% | $11,426-76.1% |