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 | $66,624 | $171,865-61.2% | $149,718-55.5% | $147,584-54.9% |
| Participation rate | 95.2% | 88.2%+7.0pp | 87.1%+8.2pp | 82.8%+12.4pp |
| Annual return | 14.03% | 2113.22%-2099.2pp | 1501.63%-1487.6pp | 578.55%-564.5pp |
| Employer contribution / active EE | $2,924 | $6,275-53.4% | $5,445-46.3% | $4,876-40.0% |
| Participant deferral / active EE | $3,404 | $7,271-53.2% | $6,569-48.2% | $5,439-37.4% |
| Admin fee / account holder | $745 | $13,799-94.6% | $11,283-93.4% | $10,885-93.2% |