Filed July 14, 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 | $31,788 | $53,018-40.0% | $70,014-54.6% | $62,891-49.5% |
| Participation rate | 87.3% | 67.2%+20.1pp | 71.8%+15.5pp | 69.3%+18.0pp |
| Annual return | 5.21% | 13.35%-8.1pp | 12.99%-7.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,249 | $1,799-30.6% | $2,338-46.6% | $2,281-45.2% |
| Participant deferral / active EE | $1,927 | $2,395-19.5% | $2,931-34.2% | $3,203-39.8% |
| Admin fee / account holder | $4,509 | $3,690+22.2% | $4,380+2.9% | $4,296+5.0% |