Filed August 1, 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 | $87,393 | $157,256-44.4% | $141,162-38.1% | $152,861-42.8% |
| Participation rate | 89.5% | 84.8%+4.7pp | 82.5%+7.0pp | 82.4%+7.0pp |
| Annual return | 28.99% | 64.32%-35.3pp | 71.39%-42.4pp | 345.32%-316.3pp |
| Employer contribution / active EE | $1,636 | $5,261-68.9% | $4,735-65.4% | $4,762-65.6% |
| Participant deferral / active EE | $7,533 | $7,109+6.0% | $6,709+12.3% | $5,850+28.8% |
| Admin fee / account holder | $390 | $12,120-96.8% | $10,261-96.2% | $11,596-96.6% |