Filed August 7, 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 | $242,137 | $153,772+57.5% | $133,980+80.7% | $273,961-11.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.60% | 36.51%-31.9pp | 29.30%-24.7pp | 41.45%-36.9pp |
| Employer contribution / active EE | $3,159 | $6,029-47.6% | $5,211-39.4% | $4,869-35.1% |
| Participant deferral / active EE | $7,233 | $6,958+3.9% | $6,282+15.1% | $5,287+36.8% |
| Admin fee / account holder | $7,746 | $11,765-34.2% | $9,324-16.9% | $10,132-23.5% |