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 8-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 | $24,667 | $49,227-49.9% | $70,449-65.0% | $79,858-69.1% |
| Participation rate | 90.6% | 69.2%+21.5pp | 75.1%+15.6pp | 69.6%+21.0pp |
| Annual return | 10.04% | 30.06%-20.0pp | 109.03%-99.0pp | 31.71%-21.7pp |
| Employer contribution / active EE | $3,264 | $2,099+55.5% | $2,737+19.3% | $2,471+32.1% |
| Participant deferral / active EE | $4,515 | $2,768+63.1% | $3,709+21.7% | $3,740+20.7% |
| Admin fee / account holder | $2,099 | $2,878-27.1% | $3,845-45.4% | $5,306-60.4% |