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 | $75,503 | $94,529-20.1% | $140,016-46.1% | $64,186+17.6% |
| Participation rate | 96.0% | 84.1%+11.9pp | 87.5%+8.5pp | 69.6%+26.4pp |
| Annual return | 0.01% | 7.77%-7.8pp | 651.12%-651.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,477 | $3,812-61.3% | $5,606-73.7% | $2,381-38.0% |
| Participant deferral / active EE | $5,834 | $5,250+11.1% | $6,927-15.8% | $3,470+68.2% |
| Admin fee / account holder | $2,138 | $6,741-68.3% | $10,705-80.0% | $4,888-56.3% |