Filed August 29, 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 | $155,345 | $67,411+130.4% | $91,001+70.7% | $70,131+121.5% |
| Participation rate | 80.8% | 71.4%+9.4pp | 75.6%+5.2pp | 69.5%+11.2pp |
| Annual return | 13.62% | -40.16%+53.8pp | 4.60%+9.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,181 | $1,786-33.8% | $2,456-51.9% | $2,342-49.6% |
| Participant deferral / active EE | $6,982 | $2,823+147.4% | $3,547+96.8% | $3,332+109.6% |
| Admin fee / account holder | $12,932 | $4,236+205.3% | $5,417+138.7% | $4,645+178.4% |