Filed August 30, 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 | $30,477 | $56,897-46.4% | $84,750-64.0% | $62,891-51.5% |
| Participation rate | 90.5% | 68.5%+21.9pp | 76.6%+13.9pp | 69.3%+21.2pp |
| Annual return | 6.39% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,899 | $2,400-20.9% | $3,574-46.9% | $2,281-16.8% |
| Participant deferral / active EE | $5,428 | $2,709+100.4% | $3,712+46.3% | $3,203+69.5% |
| Admin fee / account holder | $9,665 | $3,581+169.9% | $5,332+81.3% | $4,296+125.0% |