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 | $127,879 | $56,897+124.8% | $84,750+50.9% | $62,891+103.3% |
| Participation rate | 95.6% | 68.5%+27.0pp | 76.6%+19.0pp | 69.3%+26.2pp |
| Annual return | 8.18% | 6.30%+1.9pp | 22.78%-14.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,426 | $2,400+1.1% | $3,574-32.1% | $2,281+6.4% |
| Participant deferral / active EE | $8,512 | $2,709+214.2% | $3,712+129.3% | $3,203+165.8% |
| Admin fee / account holder | $4,595 | $3,581+28.3% | $5,332-13.8% | $4,296+7.0% |