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 | $72,002 | $72,388-0.5% | $111,392-35.4% | $64,186+12.2% |
| Participation rate | 70.8% | 70.5%+0.3pp | 78.9%-8.0pp | 69.6%+1.3pp |
| Annual return | 16.13% | -1.50%+17.6pp | -2.06%+18.2pp | 7.63%+8.5pp |
| Employer contribution / active EE | $1,143 | $3,000-61.9% | $4,328-73.6% | $2,381-52.0% |
| Participant deferral / active EE | $2,513 | $4,241-40.7% | $5,567-54.9% | $3,470-27.6% |
| Admin fee / account holder | $5,181 | $5,719-9.4% | $12,266-57.8% | $4,888+6.0% |