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 | $75,189 | $109,817-31.5% | $98,442-23.6% | $167,490-55.1% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 15.07% | 1956.69%-1941.6pp | 1492.73%-1477.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $3,637 | $3,224+12.8% | $2,960+22.9% | $4,837-24.8% |
| Participant deferral / active EE | $5,202 | $4,673+11.3% | $4,276+21.7% | $6,341-18.0% |
| Admin fee / account holder | $10,652 | $6,753+57.7% | $5,949+79.0% | $12,309-13.5% |