Filed September 20, 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 | $89,773 | $87,841+2.2% | $133,980-33.0% | $62,891+42.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.81% | 12.05%-3.2pp | 29.30%-20.5pp | 20.14%-11.3pp |
| Employer contribution / active EE | $3,649 | $3,483+4.8% | $5,211-30.0% | $2,281+60.0% |
| Participant deferral / active EE | $3,038 | $4,812-36.9% | $6,282-51.6% | $3,203-5.2% |
| Admin fee / account holder | $5,377 | $5,371+0.1% | $9,324-42.3% | $4,296+25.2% |