Filed October 13, 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 | $117,832 | $123,793-4.8% | $177,821-33.7% | $79,858+47.6% |
| Participation rate | 86.7% | 84.7%+2.0pp | 87.7%-1.1pp | 69.6%+17.0pp |
| Annual return | 12.77% | 22.82%-10.1pp | 48.32%-35.6pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,435 | $4,095-40.5% | $5,918-58.9% | $2,471-1.5% |
| Participant deferral / active EE | $6,296 | $5,956+5.7% | $7,714-18.4% | $3,740+68.3% |
| Admin fee / account holder | $3,209 | $7,243-55.7% | $12,427-74.2% | $5,306-39.5% |