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 | $32,587 | $46,553-30.0% | $64,056-49.1% | $75,163-56.6% |
| Participation rate | 87.8% | 65.9%+21.9pp | 72.3%+15.5pp | 67.2%+20.6pp |
| Annual return | 13.32% | 26.03%-12.7pp | 33.69%-20.4pp | 160.62%-147.3pp |
| Employer contribution / active EE | $2,271 | $1,974+15.1% | $2,747-17.3% | $2,670-14.9% |
| Participant deferral / active EE | $5,958 | $2,837+110.1% | $3,880+53.6% | $4,125+44.4% |
| Admin fee / account holder | $4,626 | $2,952+56.7% | $3,068+50.8% | $5,651-18.1% |