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 | $62,409 | $124,425-49.8% | $112,040-44.3% | $137,256-54.5% |
| Participation rate | 82.6% | 79.3%+3.3pp | 76.5%+6.1pp | 80.0%+2.6pp |
| Annual return | 14.13% | 24.72%-10.6pp | 24.52%-10.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,331 | $3,411-31.7% | $2,954-21.1% | $4,156-43.9% |
| Participant deferral / active EE | $4,060 | $5,718-29.0% | $5,098-20.3% | $6,407-36.6% |
| Admin fee / account holder | $14,472 | $15,207-4.8% | $12,098+19.6% | $12,270+17.9% |