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 | $79,395 | $71,883+10.5% | $86,677-8.4% | $68,494+15.9% |
| Participation rate | 74.7% | 72.2%+2.4pp | 76.6%-1.9pp | 67.9%+6.8pp |
| Annual return | -18.69% | 3.52%-22.2pp | 35.91%-54.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,118 | $2,173-2.5% | $2,836-25.3% | $2,596-18.4% |
| Participant deferral / active EE | $5,935 | $3,779+57.1% | $4,656+27.5% | $4,027+47.4% |
| Admin fee / account holder | $1,133 | $6,112-81.5% | $7,493-84.9% | $5,403-79.0% |