Filed September 8, 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 | $153,136 | $95,453+60.4% | $112,040+36.7% | $82,448+85.7% |
| Participation rate | 79.2% | 72.8%+6.5pp | 76.5%+2.7pp | 68.1%+11.2pp |
| Annual return | 12.33% | 23.92%-11.6pp | 24.52%-12.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $2,504 | $2,318+8.0% | $2,954-15.2% | $2,551-1.9% |
| Participant deferral / active EE | $6,380 | $4,224+51.1% | $5,098+25.2% | $4,139+54.1% |
| Admin fee / account holder | $11,607 | $9,013+28.8% | $12,098-4.1% | $7,234+60.4% |