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 | $107,725 | $72,177+49.3% | $115,037-6.4% | $59,632+80.6% |
| Participation rate | 80.0% | 72.6%+7.4pp | 81.4%-1.4pp | 68.7%+11.3pp |
| Annual return | 0.05% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $2,868 | $2,841+1.0% | $4,608-37.7% | $2,203+30.2% |
| Participant deferral / active EE | $6,302 | $4,783+31.8% | $6,026+4.6% | $3,192+97.4% |
| Admin fee / account holder | $1,975 | $4,927-59.9% | $8,175-75.8% | $4,297-54.0% |