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 | $61,670 | $60,124+2.6% | $90,404-31.8% | $79,858-22.8% |
| Participation rate | 91.3% | 65.0%+26.3pp | 72.7%+18.6pp | 69.6%+21.7pp |
| Annual return | 16.32% | 71.94%-55.6pp | 1293.02%-1276.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $576 | $2,068-72.2% | $3,262-82.3% | $2,471-76.7% |
| Participant deferral / active EE | $5,235 | $2,938+78.2% | $3,963+32.1% | $3,740+40.0% |
| Admin fee / account holder | $9,484 | $3,976+138.5% | $5,611+69.0% | $5,306+78.7% |