Filed July 6, 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 | $100,280 | $62,586+60.2% | $76,768+30.6% | $64,186+56.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 5.90% | -1.95%+7.8pp | 2.43%+3.5pp | 7.63%-1.7pp |
| Employer contribution / active EE | $4,080 | $1,832+122.7% | $2,485+64.2% | $2,381+71.4% |
| Participant deferral / active EE | $4,688 | $3,145+49.1% | $3,852+21.7% | $3,470+35.1% |
| Admin fee / account holder | $2,284 | $4,667-51.1% | $6,675-65.8% | $4,888-53.3% |