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 | $61,918 | $138,347-55.2% | $184,203-66.4% | $80,856-23.4% |
| Participation rate | 90.5% | 83.9%+6.6pp | 86.8%+3.7pp | 67.6%+22.8pp |
| Annual return | 12.91% | 20.02%-7.1pp | 28.81%-15.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,237 | $4,850-53.9% | $6,427-65.2% | $2,755-18.8% |
| Participant deferral / active EE | $3,318 | $7,071-53.1% | $9,131-63.7% | $4,296-22.8% |
| Admin fee / account holder | $7,312 | $10,483-30.2% | $13,901-47.4% | $6,918+5.7% |