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 | $38,736 | $48,795-20.6% | $65,493-40.9% | $84,808-54.3% |
| Participation rate | 85.3% | 67.0%+18.3pp | 73.1%+12.2pp | 68.3%+17.0pp |
| Annual return | 14.93% | 20.20%-5.3pp | 982.45%-967.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,220 | $1,930-36.8% | $2,574-52.6% | $2,631-53.6% |
| Participant deferral / active EE | $3,440 | $2,928+17.4% | $3,961-13.2% | $4,212-18.3% |
| Admin fee / account holder | $4,916 | $3,877+26.8% | $5,028-2.2% | $7,344-33.1% |