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 | $33,209 | $53,822-38.3% | $75,696-56.1% | $85,850-61.3% |
| Participation rate | 89.1% | 69.1%+20.1pp | 74.8%+14.3pp | 69.3%+19.8pp |
| Annual return | 30.36% | 24.54%+5.8pp | 104.53%-74.2pp | 318.53%-288.2pp |
| Employer contribution / active EE | $2,398 | $2,017+18.9% | $2,743-12.6% | $2,565-6.5% |
| Participant deferral / active EE | $5,753 | $2,895+98.7% | $3,821+50.5% | $3,952+45.6% |
| Admin fee / account holder | $3,082 | $3,343-7.8% | $3,619-14.8% | $6,260-50.8% |