Filed September 20, 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 | $117,063 | $125,758-6.9% | $169,993-31.1% | $75,163+55.7% |
| Participation rate | 93.9% | 83.6%+10.3pp | 87.0%+6.9pp | 67.2%+26.7pp |
| Annual return | 21.49% | 27.20%-5.7pp | 53.37%-31.9pp | 160.62%-139.1pp |
| Employer contribution / active EE | $1,656 | $4,615-64.1% | $6,785-75.6% | $2,670-38.0% |
| Participant deferral / active EE | $5,748 | $6,837-15.9% | $10,408-44.8% | $4,125+39.3% |
| Admin fee / account holder | $41,517 | $8,173+407.9% | $12,815+224.0% | $5,651+634.7% |