Filed October 24, 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 | $85,422 | $72,492+17.8% | $87,100-1.9% | $72,985+17.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.97% | 24.46%-8.5pp | 28.19%-12.2pp | 81.00%-65.0pp |
| Employer contribution / active EE | $2,740 | $1,894+44.7% | $2,521+8.7% | $2,440+12.3% |
| Participant deferral / active EE | $4,014 | $3,270+22.8% | $4,049-0.9% | $3,607+11.3% |
| Admin fee / account holder | $333 | $5,055-93.4% | $7,497-95.6% | $5,124-93.5% |