Filed September 6, 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 | $47,410 | $53,777-11.8% | $134,143-64.7% | $79,858-40.6% |
| Participation rate | 76.5% | 58.8%+17.7pp | 72.2%+4.3pp | 69.6%+6.8pp |
| Annual return | 15.68% | 19.01%-3.3pp | 36.33%-20.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,192 | $1,321-9.8% | $3,704-67.8% | $2,471-51.7% |
| Participant deferral / active EE | $2,905 | $2,420+20.1% | $3,499-17.0% | $3,740-22.3% |
| Admin fee / account holder | $12,214 | $3,984+206.6% | $6,684+82.7% | $5,306+130.2% |