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 | $130,664 | $73,933+76.7% | $96,683+35.1% | $75,163+73.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 20.55% | 26.70%-6.2pp | 35.69%-15.1pp | 160.62%-140.1pp |
| Employer contribution / active EE | $3,334 | $2,928+13.9% | $3,737-10.8% | $2,670+24.9% |
| Participant deferral / active EE | $4,955 | $3,659+35.4% | $4,878+1.6% | $4,125+20.1% |
| Admin fee / account holder | $2,985 | $5,216-42.8% | $6,730-55.6% | $5,651-47.2% |