Filed August 3, 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 | $162,744 | $81,460+99.8% | $103,333+57.5% | $80,856+101.3% |
| Participation rate | 91.1% | 66.8%+24.3pp | 74.5%+16.6pp | 67.6%+23.5pp |
| Annual return | 12.89% | 25.55%-12.7pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,963 | $3,105+27.6% | $3,868+2.5% | $2,755+43.9% |
| Participant deferral / active EE | $11,594 | $3,869+199.7% | $5,057+129.2% | $4,296+169.9% |
| Admin fee / account holder | $57,126 | $6,566+770.0% | $8,355+583.8% | $6,918+725.8% |