Filed October 12, 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 | $235,346 | $58,208+304.3% | $81,812+187.7% | $80,856+191.1% |
| Participation rate | 96.0% | 63.4%+32.6pp | 72.3%+23.7pp | 67.6%+28.4pp |
| Annual return | 14.40% | 41.66%-27.3pp | 773.79%-759.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $10,615 | $2,340+353.7% | $2,912+264.5% | $2,755+285.3% |
| Participant deferral / active EE | $11,633 | $3,281+254.6% | $4,319+169.4% | $4,296+170.8% |
| Admin fee / account holder | $12,827 | $4,981+157.5% | $7,386+73.7% | $6,918+85.4% |