Filed September 14, 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 | $62,558 | $90,503-30.9% | $78,689-20.5% | $273,961-77.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.51% | 75.60%-68.1pp | 62.18%-54.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $4,448 | $3,176+40.1% | $2,851+56.0% | $4,869-8.6% |
| Participant deferral / active EE | $5,015 | $3,901+28.5% | $3,517+42.6% | $5,287-5.2% |
| Admin fee / account holder | $5,685 | $5,263+8.0% | $4,510+26.0% | $10,132-43.9% |