Filed July 26, 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 9-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 | $32,743 | $48,076-31.9% | $78,689-58.4% | $62,891-47.9% |
| Participation rate | 88.5% | 65.2%+23.3pp | 73.6%+14.9pp | 69.3%+19.2pp |
| Annual return | 24.06% | 31.35%-7.3pp | 62.18%-38.1pp | 20.14%+3.9pp |
| Employer contribution / active EE | $371 | $2,015-81.6% | $2,851-87.0% | $2,281-83.7% |
| Participant deferral / active EE | $3,089 | $2,588+19.4% | $3,517-12.2% | $3,203-3.5% |
| Admin fee / account holder | $8,834 | $3,207+175.4% | $4,510+95.9% | $4,296+105.6% |