Filed September 5, 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 | $84,979 | $215,361-60.5% | $171,082-50.3% | $273,961-69.0% |
| Participation rate | 70.8% | 82.0%-11.2pp | 76.7%-5.9pp | 83.0%-12.2pp |
| Annual return | 5.10% | 25.14%-20.0pp | 32.56%-27.5pp | 41.45%-36.3pp |
| Employer contribution / active EE | $4,804 | $4,967-3.3% | $4,002+20.0% | $4,869-1.3% |
| Participant deferral / active EE | $3,455 | $5,543-37.7% | $4,797-28.0% | $5,287-34.7% |
| Admin fee / account holder | $4,853 | $10,846-55.3% | $8,520-43.0% | $10,132-52.1% |