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 | $136,930 | $86,286+58.7% | $111,297+23.0% | $85,850+59.5% |
| Participation rate | 92.6% | 73.3%+19.3pp | 77.3%+15.3pp | 69.3%+23.3pp |
| Annual return | 17.33% | 19.99%-2.7pp | 54.65%-37.3pp | 318.53%-301.2pp |
| Employer contribution / active EE | $2,429 | $2,043+18.9% | $2,731-11.1% | $2,565-5.3% |
| Participant deferral / active EE | $6,544 | $3,641+79.8% | $4,487+45.8% | $3,952+65.6% |
| Admin fee / account holder | $3,413 | $8,188-58.3% | $7,964-57.1% | $6,260-45.5% |