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 | $176,863 | $81,460+117.1% | $103,333+71.2% | $80,856+118.7% |
| Participation rate | 91.5% | 66.8%+24.6pp | 74.5%+17.0pp | 67.6%+23.9pp |
| Annual return | 15.89% | 25.55%-9.7pp | 24.88%-9.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $4,905 | $3,105+58.0% | $3,868+26.8% | $2,755+78.1% |
| Participant deferral / active EE | $4,002 | $3,869+3.4% | $5,057-20.9% | $4,296-6.8% |
| Admin fee / account holder | $10,735 | $6,566+63.5% | $8,355+28.5% | $6,918+55.2% |