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 | $173,828 | $49,227+253.1% | $70,449+146.7% | $79,858+117.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.74% | 30.06%-15.3pp | 109.03%-94.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $6,751 | $2,099+221.6% | $2,737+146.7% | $2,471+173.2% |
| Participant deferral / active EE | $9,747 | $2,768+252.2% | $3,709+162.8% | $3,740+160.6% |
| Admin fee / account holder | $29,000 | $2,878+907.6% | $3,845+654.2% | $5,306+446.5% |