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 | $92,045 | $138,385-33.5% | $184,200-50.0% | $80,874+13.8% |
| Participation rate | 76.7% | 83.9%-7.1pp | 86.8%-10.1pp | 67.6%+9.1pp |
| Annual return | 18.01% | 20.02%-2.0pp | 28.80%-10.8pp | 35.62%-17.6pp |
| Employer contribution / active EE | $2,228 | $4,849-54.1% | $6,424-65.3% | $2,756-19.2% |
| Participant deferral / active EE | $4,126 | $7,073-41.7% | $9,132-54.8% | $4,297-4.0% |
| Admin fee / account holder | $1,949 | $10,483-81.4% | $13,907-86.0% | $6,935-71.9% |