Filed October 24, 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 | $158,483 | $45,035+251.9% | $62,995+151.6% | $70,131+126.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.45% | 18.76%-1.3pp | 87.57%-70.1pp | 73.14%-55.7pp |
| Employer contribution / active EE | $5,522 | $2,051+169.2% | $2,759+100.2% | $2,342+135.7% |
| Participant deferral / active EE | $6,801 | $2,465+176.0% | $3,329+104.3% | $3,332+104.1% |
| Admin fee / account holder | $1,212 | $2,834-57.2% | $3,600-66.3% | $4,645-73.9% |