Filed July 30, 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 | $83,576 | $127,065-34.2% | $113,168-26.1% | $142,382-41.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.16% | 24.03%-10.9pp | 24.27%-11.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,548 | $3,442-26.0% | $2,975-14.3% | $4,299-40.7% |
| Participant deferral / active EE | $2,508 | $5,716-56.1% | $5,107-50.9% | $6,507-61.5% |
| Admin fee / account holder | $1,164 | $15,736-92.6% | $12,068-90.4% | $12,624-90.8% |