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 | $63,135 | $87,841-28.1% | $133,980-52.9% | $62,891+0.4% |
| Participation rate | 96.4% | 83.4%+13.0pp | 87.1%+9.4pp | 69.3%+27.1pp |
| Annual return | 8.60% | 12.05%-3.4pp | 29.30%-20.7pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,151 | $3,483-38.2% | $5,211-58.7% | $2,281-5.7% |
| Participant deferral / active EE | $3,545 | $4,812-26.3% | $6,282-43.6% | $3,203+10.7% |
| Admin fee / account holder | $11,837 | $5,371+120.4% | $9,324+26.9% | $4,296+175.6% |