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 | $105,681 | $123,793-14.6% | $177,821-40.6% | $79,858+32.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.45% | 22.82%-7.4pp | 48.32%-32.9pp | 31.71%-16.3pp |
| Employer contribution / active EE | $6,226 | $4,095+52.0% | $5,918+5.2% | $2,471+152.0% |
| Participant deferral / active EE | $6,316 | $5,956+6.0% | $7,714-18.1% | $3,740+68.9% |
| Admin fee / account holder | $9,406 | $7,243+29.9% | $12,427-24.3% | $5,306+77.3% |