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 | $109,413-0.8% | $156,263-30.5% | $84,808+28.0% |
| Participation rate | 84.5% | 72.7%+11.8pp | 78.9%+5.6pp | 68.3%+16.2pp |
| Annual return | 16.82% | 20.18%-3.4pp | 59.47%-42.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $5,119 | $2,907+76.1% | $4,333+18.1% | $2,631+94.5% |
| Participant deferral / active EE | $3,633 | $4,590-20.8% | $6,158-41.0% | $4,212-13.7% |
| Admin fee / account holder | $1,026 | $9,357-89.0% | $14,255-92.8% | $7,344-86.0% |