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 | $122,138 | $64,348+89.8% | $90,160+35.5% | $70,131+74.2% |
| Participation rate | 96.6% | 70.4%+26.1pp | 76.9%+19.7pp | 69.5%+27.0pp |
| Annual return | 17.56% | 28.13%-10.6pp | 34.88%-17.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $5,550 | $2,046+171.3% | $3,318+67.3% | $2,342+136.9% |
| Participant deferral / active EE | $3,615 | $4,389-17.6% | $5,288-31.6% | $3,332+8.5% |
| Admin fee / account holder | $14,573 | $3,944+269.5% | $5,943+145.2% | $4,645+213.7% |