Filed November 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 | $42,954 | $91,538-53.1% | $129,995-67.0% | $75,163-42.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.73% | -631.11%+648.8pp | -137.18%+154.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $4,790 | $2,845+68.3% | $4,320+10.9% | $2,670+79.4% |
| Participant deferral / active EE | $4,423 | $4,341+1.9% | $5,820-24.0% | $4,125+7.2% |
| Admin fee / account holder | $1,136 | $6,790-83.3% | $10,614-89.3% | $5,651-79.9% |