Filed July 30, 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 | $49,396 | $60,349-18.2% | $74,183-33.4% | $62,891-21.5% |
| Participation rate | 80.6% | 72.7%+7.8pp | 76.6%+3.9pp | 69.3%+11.2pp |
| Annual return | 6.14% | 21.37%-15.2pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,202 | $1,680-28.4% | $2,370-49.3% | $2,281-47.3% |
| Participant deferral / active EE | $3,820 | $2,856+33.8% | $3,550+7.6% | $3,203+19.3% |
| Admin fee / account holder | $367 | $4,261-91.4% | $5,586-93.4% | $4,296-91.5% |