Filed August 2, 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 | $55,403 | $99,341-44.2% | $84,750-34.6% | $273,961-79.8% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 6.11% | 22.93%-16.8pp | 22.78%-16.7pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,956 | $4,214-53.6% | $3,574-45.3% | $4,869-59.8% |
| Participant deferral / active EE | $3,125 | $4,269-26.8% | $3,712-15.8% | $5,287-40.9% |
| Admin fee / account holder | $400 | $6,644-94.0% | $5,332-92.5% | $10,132-96.0% |