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 | $93,062 | $124,425-25.2% | $112,040-16.9% | $137,256-32.2% |
| Participation rate | 88.2% | 79.3%+8.9pp | 76.5%+11.7pp | 80.0%+8.3pp |
| Annual return | 13.63% | 24.72%-11.1pp | 24.52%-10.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,353 | $3,411-31.0% | $2,954-20.3% | $4,156-43.4% |
| Participant deferral / active EE | $3,206 | $5,718-43.9% | $5,098-37.1% | $6,407-50.0% |
| Admin fee / account holder | $6,704 | $15,207-55.9% | $12,098-44.6% | $12,270-45.4% |