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 | $144,175 | $86,929+65.9% | $102,423+40.8% | $80,856+78.3% |
| Participation rate | 86.7% | 72.4%+14.3pp | 76.5%+10.2pp | 67.6%+19.0pp |
| Annual return | 11.74% | 18.88%-7.1pp | 29.32%-17.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $13,536 | $2,369+471.3% | $3,023+347.7% | $2,755+391.4% |
| Participant deferral / active EE | $7,695 | $4,118+86.9% | $5,053+52.3% | $4,296+79.1% |
| Admin fee / account holder | $8,438 | $8,049+4.8% | $9,451-10.7% | $6,918+22.0% |