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 | $103,179 | $60,349+71.0% | $74,183+39.1% | $62,891+64.1% |
| Participation rate | 94.7% | 72.7%+22.0pp | 76.6%+18.1pp | 69.3%+25.4pp |
| Annual return | 5.38% | 21.37%-16.0pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,711 | $1,680+1.8% | $2,370-27.8% | $2,281-25.0% |
| Participant deferral / active EE | $3,848 | $2,856+34.7% | $3,550+8.4% | $3,203+20.2% |
| Admin fee / account holder | $6,562 | $4,261+54.0% | $5,586+17.5% | $4,296+52.8% |