Filed October 24, 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 | $110,456 | $109,359+1.0% | $162,163-31.9% | $72,985+51.3% |
| Participation rate | 95.1% | 84.3%+10.9pp | 87.6%+7.6pp | 69.5%+25.6pp |
| Annual return | 18.47% | 25.46%-7.0pp | 115.59%-97.1pp | 81.00%-62.5pp |
| Employer contribution / active EE | $5,469 | $3,907+40.0% | $5,614-2.6% | $2,440+124.2% |
| Participant deferral / active EE | $2,653 | $5,481-51.6% | $7,298-63.6% | $3,607-26.4% |
| Admin fee / account holder | $5,085 | $7,972-36.2% | $10,843-53.1% | $5,124-0.8% |