Filed September 13, 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 | $50,296 | $50,958-1.3% | $74,550-32.5% | $64,186-21.6% |
| Participation rate | 76.4% | 61.1%+15.3pp | 69.1%+7.3pp | 69.6%+6.8pp |
| Annual return | -6.27% | -1.86%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $279 | $1,115-74.9% | $1,961-85.7% | $2,381-88.3% |
| Participant deferral / active EE | $2,899 | $2,301+26.0% | $3,108-6.7% | $3,470-16.5% |
| Admin fee / account holder | $6,034 | $4,223+42.9% | $5,060+19.3% | $4,888+23.4% |