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 | $123,726 | $83,477+48.2% | $125,175-1.2% | $72,985+69.5% |
| Participation rate | 89.3% | 73.3%+16.0pp | 79.8%+9.5pp | 69.5%+19.8pp |
| Annual return | 18.02% | 25.78%-7.8pp | 43.79%-25.8pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,576 | $2,345-32.8% | $3,865-59.2% | $2,440-35.4% |
| Participant deferral / active EE | $3,201 | $3,585-10.7% | $4,937-35.2% | $3,607-11.3% |
| Admin fee / account holder | $12,439 | $5,517+125.4% | $9,702+28.2% | $5,124+142.7% |