Filed July 10, 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 | $56,114 | $65,376-14.2% | $87,100-35.6% | $65,185-13.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 20.73% | 31.27%-10.5pp | 28.19%-7.5pp | 29.38%-8.7pp |
| Employer contribution / active EE | $2,562 | $1,822+40.6% | $2,521+1.6% | $2,177+17.7% |
| Participant deferral / active EE | $4,330 | $3,388+27.8% | $4,049+7.0% | $3,514+23.2% |
| Admin fee / account holder | $2,016 | $520+287.8% | $7,497-73.1% | $847+137.9% |