Filed August 29, 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 | $91,266 | $109,359-16.5% | $162,163-43.7% | $72,985+25.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.46% | 25.46%-7.0pp | 115.59%-97.1pp | 81.00%-62.5pp |
| Employer contribution / active EE | $3,516 | $3,907-10.0% | $5,614-37.4% | $2,440+44.1% |
| Participant deferral / active EE | $5,311 | $5,481-3.1% | $7,298-27.2% | $3,607+47.2% |
| Admin fee / account holder | $4,670 | $7,972-41.4% | $10,843-56.9% | $5,124-8.9% |