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 | $74,732 | $69,977+6.8% | $108,579-31.2% | $62,891+18.8% |
| Participation rate | 80.9% | 72.9%+8.0pp | 79.6%+1.3pp | 69.3%+11.5pp |
| Annual return | 6.46% | 10.73%-4.3pp | -51.70%+58.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,064 | $2,135-3.3% | $3,758-45.1% | $2,281-9.5% |
| Participant deferral / active EE | $3,677 | $3,165+16.2% | $4,311-14.7% | $3,203+14.8% |
| Admin fee / account holder | $1,416 | $5,076-72.1% | $7,645-81.5% | $4,296-67.0% |