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 | $166,118 | $81,460+103.9% | $103,333+60.8% | $80,856+105.4% |
| Participation rate | 97.8% | 66.8%+31.0pp | 74.5%+23.3pp | 67.6%+30.2pp |
| Annual return | 18.57% | 25.55%-7.0pp | 24.88%-6.3pp | 35.59%-17.0pp |
| Employer contribution / active EE | $3,610 | $3,105+16.2% | $3,868-6.7% | $2,755+31.0% |
| Participant deferral / active EE | $5,790 | $3,869+49.7% | $5,057+14.5% | $4,296+34.8% |
| Admin fee / account holder | $1,792 | $6,566-72.7% | $8,355-78.6% | $6,918-74.1% |