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 | $108,825+37.2% | $156,181-4.4% | $82,448+81.1% |
| Participation rate | 91.4% | 72.4%+19.0pp | 78.8%+12.6pp | 68.1%+23.3pp |
| Annual return | 19.34% | 20.59%-1.2pp | 64.87%-45.5pp | 41.64%-22.3pp |
| Employer contribution / active EE | $4,733 | $2,870+64.9% | $4,294+10.2% | $2,551+85.5% |
| Participant deferral / active EE | $8,719 | $4,577+90.5% | $6,132+42.2% | $4,139+110.6% |
| Admin fee / account holder | $3,365 | $9,341-64.0% | $14,586-76.9% | $7,234-53.5% |