Filed July 31, 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 | $116,345 | $49,173+136.6% | $121,098-3.9% | $75,163+54.8% |
| Participation rate | 70.4% | 55.4%+15.0pp | 69.5%+0.9pp | 67.2%+3.2pp |
| Annual return | 17.89% | 55.99%-38.1pp | 985.75%-967.9pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,619 | $1,546+69.4% | $4,164-37.1% | $2,670-1.9% |
| Participant deferral / active EE | $5,187 | $2,628+97.4% | $4,080+27.2% | $4,125+25.8% |
| Admin fee / account holder | $3,669 | $3,942-6.9% | $5,644-35.0% | $5,651-35.1% |