Filed August 31, 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 | $108,585 | $108,825-0.2% | $156,181-30.5% | $82,448+31.7% |
| Participation rate | 84.5% | 72.4%+12.1pp | 78.8%+5.7pp | 68.1%+16.4pp |
| Annual return | 16.82% | 20.59%-3.8pp | 64.87%-48.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $5,119 | $2,870+78.4% | $4,294+19.2% | $2,551+100.7% |
| Participant deferral / active EE | $3,633 | $4,577-20.6% | $6,132-40.8% | $4,139-12.2% |
| Admin fee / account holder | $1,026 | $9,341-89.0% | $14,586-93.0% | $7,234-85.8% |