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 | $36,454 | $48,230-24.4% | $67,502-46.0% | $80,856-54.9% |
| Participation rate | 73.1% | 66.4%+6.7pp | 72.9%+0.2pp | 67.6%+5.4pp |
| Annual return | 13.89% | 18.28%-4.4pp | 3512.12%-3498.2pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,433 | $2,020-29.1% | $2,731-47.5% | $2,755-48.0% |
| Participant deferral / active EE | $4,098 | $2,924+40.2% | $4,000+2.5% | $4,296-4.6% |
| Admin fee / account holder | $8,887 | $3,681+141.4% | $3,998+122.3% | $6,918+28.5% |