Filed September 14, 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 | $177,464 | $73,867+140.2% | $143,757+23.4% | $68,494+159.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.36% | 1.01%-13.4pp | -0.04%-12.3pp | -7.84%-4.5pp |
| Employer contribution / active EE | $11,774 | $3,184+269.8% | $4,951+137.8% | $2,596+353.5% |
| Participant deferral / active EE | $7,130 | $3,384+110.7% | $5,637+26.5% | $4,027+77.1% |
| Admin fee / account holder | $3,901 | $5,755-32.2% | $14,673-73.4% | $5,403-27.8% |