Filed July 19, 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 | $28,058 | $74,888-62.5% | $71,209-60.6% | $142,382-80.3% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 51.22% | 345.14%-293.9pp | 282.51%-231.3pp | 217.08%-165.9pp |
| Employer contribution / active EE | $4,027 | $2,854+41.1% | $2,721+48.0% | $4,299-6.3% |
| Participant deferral / active EE | $7,134 | $4,454+60.2% | $4,175+70.9% | $6,507+9.6% |
| Admin fee / account holder | $3,758 | $5,568-32.5% | $5,349-29.7% | $12,624-70.2% |