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 | $71,223 | $102,966-30.8% | $90,281-21.1% | $152,861-53.4% |
| Participation rate | 87.0% | 75.9%+11.1pp | 73.3%+13.7pp | 82.4%+4.5pp |
| Annual return | 24.65% | 95.16%-70.5pp | 78.10%-53.4pp | 345.32%-320.7pp |
| Employer contribution / active EE | $3,382 | $3,139+7.8% | $2,854+18.5% | $4,762-29.0% |
| Participant deferral / active EE | $5,182 | $4,281+21.0% | $3,885+33.4% | $5,850-11.4% |
| Admin fee / account holder | $1,933 | $6,171-68.7% | $5,351-63.9% | $11,596-83.3% |