Filed October 11, 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 | $152,379 | $148,978+2.3% | $200,582-24.0% | $84,808+79.7% |
| Participation rate | 85.0% | 84.2%+0.8pp | 86.9%-1.9pp | 68.3%+16.7pp |
| Annual return | 14.10% | 28.16%-14.1pp | 42.33%-28.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,344 | $4,815-51.3% | $6,419-63.5% | $2,631-10.9% |
| Participant deferral / active EE | $5,902 | $7,142-17.4% | $9,331-36.7% | $4,212+40.1% |
| Admin fee / account holder | $1,230 | $13,977-91.2% | $16,305-92.5% | $7,344-83.2% |