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 | $122,573 | $95,803+27.9% | $113,168+8.3% | $84,808+44.5% |
| Participation rate | 85.5% | 72.9%+12.7pp | 76.6%+9.0pp | 68.3%+17.2pp |
| Annual return | 14.67% | 25.00%-10.3pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,410 | $2,360+2.1% | $2,975-19.0% | $2,631-8.4% |
| Participant deferral / active EE | $5,391 | $4,242+27.1% | $5,107+5.6% | $4,212+28.0% |
| Admin fee / account holder | $21,569 | $8,989+140.0% | $12,068+78.7% | $7,344+193.7% |