Filed November 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 | $108,396 | $94,529+14.7% | $140,016-22.6% | $64,186+68.9% |
| Participation rate | 72.2% | 84.1%-11.9pp | 87.5%-15.3pp | 69.6%+2.7pp |
| Annual return | -6.57% | 7.77%-14.3pp | 651.12%-657.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $4,785 | $3,812+25.5% | $5,606-14.6% | $2,381+101.0% |
| Participant deferral / active EE | $9,242 | $5,250+76.0% | $6,927+33.4% | $3,470+166.4% |
| Admin fee / account holder | $16,253 | $6,741+141.1% | $10,705+51.8% | $4,888+232.5% |