Filed August 29, 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 | $33,992 | $153,311-77.8% | $109,313-68.9% | $273,961-87.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.10% | 29.86%-23.8pp | 22.07%-16.0pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,659 | $5,619-52.7% | $3,892-31.7% | $4,869-45.4% |
| Participant deferral / active EE | $5,477 | $3,932+39.3% | $3,166+73.0% | $5,287+3.6% |
| Admin fee / account holder | $5,735 | $8,076-29.0% | $5,666+1.2% | $10,132-43.4% |