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 | $214,087 | $58,828+263.9% | $77,999+174.5% | $62,891+240.4% |
| Participation rate | 91.3% | 71.1%+20.2pp | 75.5%+15.8pp | 69.3%+22.0pp |
| Annual return | 5.43% | 17.16%-11.7pp | 425.96%-420.5pp | 20.14%-14.7pp |
| Employer contribution / active EE | $5,272 | $1,672+215.4% | $2,470+113.4% | $2,281+131.1% |
| Participant deferral / active EE | $6,113 | $2,686+127.6% | $3,497+74.8% | $3,203+90.9% |
| Admin fee / account holder | $17,627 | $4,393+301.2% | $5,480+221.6% | $4,296+310.4% |