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 | $68,827 | $96,635-28.8% | $86,612-20.5% | $139,434-50.6% |
| Participation rate | 84.2% | 74.4%+9.8pp | 71.7%+12.5pp | 80.3%+3.9pp |
| Annual return | 19.89% | 106.41%-86.5pp | 591.07%-571.2pp | 372.94%-353.0pp |
| Employer contribution / active EE | $3,595 | $3,263+10.2% | $3,022+18.9% | $4,751-24.3% |
| Participant deferral / active EE | $6,168 | $4,836+27.5% | $4,438+39.0% | $6,710-8.1% |
| Admin fee / account holder | $6,189 | $6,408-3.4% | $5,614+10.2% | $11,403-45.7% |