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 | $89,340 | $59,186+50.9% | $76,768+16.4% | $56,287+58.7% |
| Participation rate | 74.5% | 75.2%-0.7pp | 77.0%-2.4pp | 69.9%+4.7pp |
| Annual return | -6.44% | 6.62%-13.1pp | 2.43%-8.9pp | -9.96%+3.5pp |
| Employer contribution / active EE | $2,180 | $1,759+24.0% | $2,485-12.3% | $2,111+3.3% |
| Participant deferral / active EE | $6,081 | $3,255+86.8% | $3,852+57.9% | $3,350+81.5% |
| Admin fee / account holder | $568 | $489+16.1% | $6,675-91.5% | $521+9.0% |