Filed July 28, 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 | $149,274 | $109,413+36.4% | $156,263-4.5% | $84,808+76.0% |
| Participation rate | 91.4% | 72.7%+18.7pp | 78.9%+12.5pp | 68.3%+23.1pp |
| Annual return | 19.34% | 20.18%-0.8pp | 59.47%-40.1pp | 40.90%-21.6pp |
| Employer contribution / active EE | $4,733 | $2,907+62.8% | $4,333+9.2% | $2,631+79.9% |
| Participant deferral / active EE | $8,719 | $4,590+90.0% | $6,158+41.6% | $4,212+107.0% |
| Admin fee / account holder | $3,365 | $9,357-64.0% | $14,255-76.4% | $7,344-54.2% |