Filed September 16, 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 | $111,951 | $167,484-33.2% | $151,611-26.2% | $134,475-16.7% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -3.20% | 7.80%-11.0pp | 3.33%-6.5pp | 417.96%-421.2pp |
| Employer contribution / active EE | $2,279 | $6,829-66.6% | $6,166-63.0% | $4,740-51.9% |
| Participant deferral / active EE | $6,034 | $8,986-32.9% | $8,363-27.9% | $6,400-5.7% |
| Admin fee / account holder | $2,763 | $13,783-80.0% | $11,616-76.2% | $11,426-75.8% |