Filed August 29, 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 | $127,160 | $124,881+1.8% | $209,409-39.3% | $116,875+8.8% |
| Participation rate | 98.3% | 75.8%+22.6pp | 80.4%+18.0pp | 74.5%+23.8pp |
| Annual return | 14.12% | 14.56%-0.4pp | 159.49%-145.4pp | 16.29%-2.2pp |
| Employer contribution / active EE | $2,586 | $2,588-0.1% | $5,035-48.6% | $3,288-21.4% |
| Participant deferral / active EE | $4,874 | $3,793+28.5% | $4,230+15.2% | $3,885+25.5% |
| Admin fee / account holder | $8,671 | $12,933-33.0% | $16,474-47.4% | $12,263-29.3% |