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 | $95,290 | $95,2660% | $82,389+15.7% | $142,382-33.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 16.38% | 25.74%-9.4pp | 28.67%-12.3pp | 217.08%-200.7pp |
| Employer contribution / active EE | $5,852 | $2,991+95.7% | $2,517+132.5% | $4,299+36.1% |
| Participant deferral / active EE | $9,248 | $4,809+92.3% | $4,155+122.6% | $6,507+42.1% |
| Admin fee / account holder | $23,760 | $8,563+177.5% | $7,231+228.6% | $12,624+88.2% |