Filed July 15, 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 | $41,601 | $125,758-66.9% | $169,993-75.5% | $75,163-44.7% |
| Participation rate | 86.8% | 83.6%+3.3pp | 87.0%-0.2pp | 67.2%+19.7pp |
| Annual return | 15.17% | 27.20%-12.0pp | 53.37%-38.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,482 | $4,615-67.9% | $6,785-78.2% | $2,670-44.5% |
| Participant deferral / active EE | $3,090 | $6,837-54.8% | $10,408-70.3% | $4,125-25.1% |
| Admin fee / account holder | $417 | $8,173-94.9% | $12,815-96.7% | $5,651-92.6% |