Filed August 1, 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 | $157,187 | $76,552+105.3% | $123,892+26.9% | $62,891+149.9% |
| Participation rate | 96.0% | 73.0%+23.0pp | 81.4%+14.6pp | 69.3%+26.7pp |
| Annual return | 9.61% | 18.68%-9.1pp | 47.52%-37.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $7,086 | $2,883+145.8% | $4,617+53.5% | $2,281+210.7% |
| Participant deferral / active EE | $7,127 | $4,840+47.3% | $5,984+19.1% | $3,203+122.5% |
| Admin fee / account holder | $3,113 | $4,826-35.5% | $8,357-62.7% | $4,296-27.5% |