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 | $92,815 | $78,422+18.4% | $95,952-3.3% | $79,858+16.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.93% | 19.37%-6.4pp | 91.61%-78.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,055 | $1,945+5.6% | $2,541-19.1% | $2,471-16.8% |
| Participant deferral / active EE | $4,459 | $3,440+29.6% | $4,167+7.0% | $3,740+19.2% |
| Admin fee / account holder | $2,542 | $5,622-54.8% | $6,795-62.6% | $5,306-52.1% |