Filed November 14, 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 | $151,324 | $123,793+22.2% | $177,821-14.9% | $79,858+89.5% |
| Participation rate | 91.7% | 84.7%+7.0pp | 87.7%+3.9pp | 69.6%+22.0pp |
| Annual return | 19.57% | 22.82%-3.2pp | 48.32%-28.8pp | 31.71%-12.1pp |
| Employer contribution / active EE | $4,864 | $4,095+18.8% | $5,918-17.8% | $2,471+96.8% |
| Participant deferral / active EE | $10,686 | $5,956+79.4% | $7,714+38.5% | $3,740+185.7% |
| Admin fee / account holder | $3,855 | $7,243-46.8% | $12,427-69.0% | $5,306-27.4% |