Filed August 4, 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 8-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 | $64,957 | $47,848+35.8% | $81,478-20.3% | $70,131-7.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 18.92% | 27.25%-8.3pp | 38.78%-19.9pp | 73.14%-54.2pp |
| Employer contribution / active EE | $312 | $1,527-79.6% | $2,568-87.9% | $2,342-86.7% |
| Participant deferral / active EE | $3,266 | $2,453+33.1% | $3,537-7.7% | $3,332-2.0% |
| Admin fee / account holder | $1,921 | $3,145-38.9% | $4,561-57.9% | $4,645-58.6% |