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 | $50,252 | $54,762-8.2% | $90,281-44.3% | $72,985-31.1% |
| Participation rate | 88.2% | 65.1%+23.1pp | 73.3%+15.0pp | 69.5%+18.7pp |
| Annual return | 20.07% | 30.63%-10.6pp | 78.10%-58.0pp | 81.00%-60.9pp |
| Employer contribution / active EE | $810 | $2,092-61.3% | $2,854-71.6% | $2,440-66.8% |
| Participant deferral / active EE | $3,131 | $2,887+8.4% | $3,885-19.4% | $3,607-13.2% |
| Admin fee / account holder | $16,297 | $3,972+310.3% | $5,351+204.5% | $5,124+218.0% |