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 | $49,020 | $53,127-7.7% | $86,590-43.4% | $70,131-30.1% |
| Participation rate | 93.4% | 65.3%+28.1pp | 73.5%+19.9pp | 69.5%+23.9pp |
| Annual return | 20.81% | 27.66%-6.8pp | 964.84%-944.0pp | 73.14%-52.3pp |
| Employer contribution / active EE | $1,065 | $2,068-48.5% | $2,839-62.5% | $2,342-54.5% |
| Participant deferral / active EE | $3,960 | $2,696+46.9% | $3,609+9.7% | $3,332+18.9% |
| Admin fee / account holder | $5,688 | $3,585+58.6% | $4,906+16.0% | $4,645+22.4% |