Filed August 5, 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 | $115,643 | $72,277+60.0% | $101,248+14.2% | $79,858+44.8% |
| Participation rate | 91.8% | 68.5%+23.3pp | 75.8%+16.0pp | 69.6%+22.2pp |
| Annual return | 17.36% | 22.30%-4.9pp | 46.47%-29.1pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,678 | $2,692-0.5% | $3,660-26.8% | $2,471+8.4% |
| Participant deferral / active EE | $4,131 | $3,282+25.9% | $4,370-5.5% | $3,740+10.5% |
| Admin fee / account holder | $9,143 | $4,400+107.8% | $5,945+53.8% | $5,306+72.3% |