Filed August 30, 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 | $96,422 | $93,346+3.3% | $71,796+34.3% | $273,961-64.8% |
| Participation rate | 84.6% | 76.5%+8.1pp | 69.1%+15.5pp | 83.0%+1.6pp |
| Annual return | 10.05% | 130.39%-120.3pp | 78.04%-68.0pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,794 | $2,733-34.4% | $1,924-6.8% | $4,869-63.2% |
| Participant deferral / active EE | $2,430 | $3,475-30.1% | $2,794-13.0% | $5,287-54.0% |
| Admin fee / account holder | $1,470 | $6,571-77.6% | $4,815-69.5% | $10,132-85.5% |