Filed September 7, 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 | $56,328 | $87,841-35.9% | $133,980-58.0% | $62,891-10.4% |
| Participation rate | 82.5% | 83.4%-0.9pp | 87.1%-4.6pp | 69.3%+13.2pp |
| Annual return | 7.12% | 12.05%-4.9pp | 29.30%-22.2pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,609 | $3,483-25.1% | $5,211-49.9% | $2,281+14.4% |
| Participant deferral / active EE | $3,656 | $4,812-24.0% | $6,282-41.8% | $3,203+14.1% |
| Admin fee / account holder | $1,574 | $5,371-70.7% | $9,324-83.1% | $4,296-63.4% |