Filed August 9, 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 7-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 | $127,658 | $39,122+226.3% | $57,179+123.3% | $62,891+103.0% |
| Participation rate | 77.0% | 70.5%+6.5pp | 75.3%+1.7pp | 69.3%+7.7pp |
| Annual return | 6.05% | 9.23%-3.2pp | 14.59%-8.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,643 | $1,874+41.0% | $2,682-1.5% | $2,281+15.9% |
| Participant deferral / active EE | $3,579 | $2,374+50.8% | $3,096+15.6% | $3,203+11.7% |
| Admin fee / account holder | $4,736 | $2,592+82.7% | $3,139+50.9% | $4,296+10.2% |