Filed July 27, 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 | $57,720 | $53,127+8.6% | $86,590-33.3% | $70,131-17.7% |
| Participation rate | 75.5% | 65.3%+10.2pp | 73.5%+2.0pp | 69.5%+6.0pp |
| Annual return | 13.27% | 27.66%-14.4pp | 964.84%-951.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,580 | $2,068-23.6% | $2,839-44.4% | $2,342-32.6% |
| Participant deferral / active EE | $2,809 | $2,696+4.2% | $3,609-22.2% | $3,332-15.7% |
| Admin fee / account holder | $2,127 | $3,585-40.7% | $4,906-56.6% | $4,645-54.2% |