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 | $123,641 | $137,414-10.0% | $189,513-34.8% | $85,850+44.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 14.29% | 38.14%-23.9pp | 555.15%-540.9pp | 318.53%-304.2pp |
| Employer contribution / active EE | $8,825 | $4,344+103.1% | $6,162+43.2% | $2,565+244.0% |
| Participant deferral / active EE | $7,086 | $6,260+13.2% | $8,221-13.8% | $3,952+79.3% |
| Admin fee / account holder | $4,158 | $8,630-51.8% | $12,045-65.5% | $6,260-33.6% |