Filed July 25, 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 | $55,058 | $153,772-64.2% | $133,980-58.9% | $273,961-79.9% |
| Participation rate | 91.3% | 88.4%+2.9pp | 87.1%+4.2pp | 83.0%+8.3pp |
| Annual return | 8.12% | 36.51%-28.4pp | 29.30%-21.2pp | 41.45%-33.3pp |
| Employer contribution / active EE | $3,117 | $6,029-48.3% | $5,211-40.2% | $4,869-36.0% |
| Participant deferral / active EE | $2,616 | $6,958-62.4% | $6,282-58.4% | $5,287-50.5% |
| Admin fee / account holder | $19,063 | $11,765+62.0% | $9,324+104.5% | $10,132+88.2% |