Filed July 30, 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 | $131,367 | $123,793+6.1% | $177,821-26.1% | $79,858+64.5% |
| Participation rate | 95.7% | 84.7%+11.1pp | 87.7%+8.0pp | 69.6%+26.1pp |
| Annual return | 25.58% | 22.82%+2.8pp | 48.32%-22.7pp | 31.71%-6.1pp |
| Employer contribution / active EE | $4,902 | $4,095+19.7% | $5,918-17.2% | $2,471+98.4% |
| Participant deferral / active EE | $3,661 | $5,956-38.5% | $7,714-52.5% | $3,740-2.1% |
| Admin fee / account holder | $2,433 | $7,243-66.4% | $12,427-80.4% | $5,306-54.2% |