Filed October 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 6-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 | $67,244 | $85,022-20.9% | $70,515-4.6% | $139,434-51.8% |
| Participation rate | 83.3% | 73.9%+9.4pp | 68.3%+15.0pp | 80.3%+3.0pp |
| Annual return | 15.71% | 30.38%-14.7pp | 32.77%-17.1pp | 372.94%-357.2pp |
| Employer contribution / active EE | $6,616 | $3,909+69.3% | $2,973+122.5% | $4,751+39.3% |
| Participant deferral / active EE | $10,691 | $5,890+81.5% | $4,567+134.1% | $6,710+59.3% |
| Admin fee / account holder | $28,844 | $8,906+223.9% | $6,412+349.9% | $11,403+153.0% |