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 | $43,886 | $63,346-30.7% | $92,233-52.4% | $70,131-37.4% |
| Participation rate | 82.5% | 68.7%+13.8pp | 76.5%+6.0pp | 69.5%+13.0pp |
| Annual return | 20.51% | 530.12%-509.6pp | 176.28%-155.8pp | 73.14%-52.6pp |
| Employer contribution / active EE | $1,887 | $2,471-23.7% | $3,679-48.7% | $2,342-19.5% |
| Participant deferral / active EE | $5,110 | $2,854+79.1% | $3,897+31.1% | $3,332+53.4% |
| Admin fee / account holder | $1,059 | $3,840-72.4% | $5,194-79.6% | $4,645-77.2% |