Filed November 15, 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 | $66,547 | $153,772-56.7% | $133,980-50.3% | $273,961-75.7% |
| Participation rate | 91.3% | 88.4%+2.9pp | 87.1%+4.2pp | 83.0%+8.3pp |
| Annual return | 4.79% | 36.51%-31.7pp | 29.30%-24.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,559 | $6,029-74.1% | $5,211-70.1% | $4,869-68.0% |
| Participant deferral / active EE | $5,793 | $6,958-16.7% | $6,282-7.8% | $5,287+9.6% |
| Admin fee / account holder | $1,154 | $11,765-90.2% | $9,324-87.6% | $10,132-88.6% |