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 | $57,995 | $52,279+10.9% | $89,391-35.1% | $79,858-27.4% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 22.75% | 22.16%+0.6pp | 245.62%-222.9pp | 31.71%-9.0pp |
| Employer contribution / active EE | $799 | $1,572-49.2% | $2,586-69.1% | $2,471-67.7% |
| Participant deferral / active EE | $1,838 | $2,740-32.9% | $3,890-52.7% | $3,740-50.9% |
| Admin fee / account holder | $407 | $3,356-87.9% | $4,881-91.7% | $5,306-92.3% |