Filed August 8, 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 4-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 | $99,166 | $56,897+74.3% | $84,750+17.0% | $62,891+57.7% |
| Participation rate | 91.2% | 68.5%+22.6pp | 76.6%+14.6pp | 69.3%+21.9pp |
| Annual return | 6.81% | 6.30%+0.5pp | 22.78%-16.0pp | 20.14%-13.3pp |
| Employer contribution / active EE | $6,226 | $2,400+159.4% | $3,574+74.2% | $2,281+173.0% |
| Participant deferral / active EE | $4,889 | $2,709+80.5% | $3,712+31.7% | $3,203+52.6% |
| Admin fee / account holder | $2,839 | $3,581-20.7% | $5,332-46.7% | $4,296-33.9% |