Filed August 5, 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 | $102,244 | $65,365+56.4% | $92,893+10.1% | $72,985+40.1% |
| Participation rate | 94.6% | 68.3%+26.3pp | 76.0%+18.6pp | 69.5%+25.2pp |
| Annual return | 27.10% | 42.10%-15.0pp | 109.41%-82.3pp | 81.00%-53.9pp |
| Employer contribution / active EE | $2,876 | $2,594+10.9% | $3,653-21.3% | $2,440+17.9% |
| Participant deferral / active EE | $4,084 | $3,128+30.6% | $4,236-3.6% | $3,607+13.2% |
| Admin fee / account holder | $7,355 | $4,251+73.0% | $5,794+26.9% | $5,124+43.5% |