Filed September 20, 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 | $185,478 | $123,793+49.8% | $177,821+4.3% | $79,858+132.3% |
| Participation rate | 94.2% | 84.7%+9.5pp | 87.7%+6.5pp | 69.6%+24.6pp |
| Annual return | 13.92% | 22.82%-8.9pp | 48.32%-34.4pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,588 | $4,095-61.2% | $5,918-73.2% | $2,471-35.7% |
| Participant deferral / active EE | $5,156 | $5,956-13.4% | $7,714-33.2% | $3,740+37.8% |
| Admin fee / account holder | $7,912 | $7,243+9.2% | $12,427-36.3% | $5,306+49.1% |