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 | $70,217 | $105,630-33.5% | $87,507-19.8% | $273,961-74.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.30% | 12.25%-5.9pp | 12.21%-5.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,817 | $3,141-10.3% | $2,550+10.5% | $4,869-42.1% |
| Participant deferral / active EE | $4,303 | $3,601+19.5% | $3,149+36.7% | $5,287-18.6% |
| Admin fee / account holder | $1,468 | $4,781-69.3% | $4,221-65.2% | $10,132-85.5% |