Filed August 29, 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 | $24,718 | $62,586-60.5% | $76,768-67.8% | $64,186-61.5% |
| Participation rate | 86.8% | 72.8%+14.0pp | 77.0%+9.9pp | 69.6%+17.2pp |
| Annual return | -2.92% | -1.95%-1.0pp | 2.43%-5.3pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,078 | $1,832+13.4% | $2,485-16.4% | $2,381-12.7% |
| Participant deferral / active EE | $3,263 | $3,145+3.8% | $3,852-15.3% | $3,470-5.9% |
| Admin fee / account holder | $497 | $4,667-89.4% | $6,675-92.6% | $4,888-89.8% |