Filed July 9, 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 | $14,019 | $77,899-82.0% | $149,673-90.6% | $75,163-81.3% |
| Participation rate | 78.3% | 65.6%+12.8pp | 78.8%-0.4pp | 67.2%+11.1pp |
| Annual return | 17.86% | 31.72%-13.9pp | 134.42%-116.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,048 | $3,137-66.6% | $4,818-78.3% | $2,670-60.8% |
| Participant deferral / active EE | $1,223 | $3,411-64.1% | $5,680-78.5% | $4,125-70.3% |
| Admin fee / account holder | $2,509 | $5,956-57.9% | $13,210-81.0% | $5,651-55.6% |