Filed October 24, 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 | $68,874 | $62,586+10.0% | $76,768-10.3% | $64,186+7.3% |
| Participation rate | 97.3% | 72.8%+24.4pp | 77.0%+20.3pp | 69.6%+27.7pp |
| Annual return | -2.99% | -1.95%-1.0pp | 2.43%-5.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,370 | $1,832-25.2% | $2,485-44.9% | $2,381-42.5% |
| Participant deferral / active EE | $3,723 | $3,145+18.4% | $3,852-3.4% | $3,470+7.3% |
| Admin fee / account holder | $511 | $4,667-89.0% | $6,675-92.3% | $4,888-89.5% |