Filed August 14, 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 | $102,497 | $78,705+30.2% | $117,854-13.0% | $70,131+46.2% |
| Participation rate | 84.2% | 73.2%+11.0pp | 79.7%+4.5pp | 69.5%+14.7pp |
| Annual return | 14.55% | 23.30%-8.7pp | 335.08%-320.5pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,366 | $2,223-38.5% | $3,786-63.9% | $2,342-41.7% |
| Participant deferral / active EE | $3,957 | $3,297+20.0% | $4,482-11.7% | $3,332+18.8% |
| Admin fee / account holder | $4,518 | $5,065-10.8% | $8,020-43.7% | $4,645-2.7% |