Filed August 8, 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 10-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 | $99,885 | $65,365+52.8% | $92,893+7.5% | $72,985+36.9% |
| Participation rate | 98.3% | 68.3%+30.0pp | 76.0%+22.3pp | 69.5%+28.8pp |
| Annual return | 24.32% | 42.10%-17.8pp | 109.41%-85.1pp | 81.00%-56.7pp |
| Employer contribution / active EE | $6,013 | $2,594+131.8% | $3,653+64.6% | $2,440+146.4% |
| Participant deferral / active EE | $2,289 | $3,128-26.8% | $4,236-46.0% | $3,607-36.6% |
| Admin fee / account holder | $3,639 | $4,251-14.4% | $5,794-37.2% | $5,124-29.0% |