Filed August 29, 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 | $23,911 | $158,398-84.9% | $126,539-81.1% | $142,382-83.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 10.14% | 593.76%-583.6pp | 425.95%-415.8pp | 217.08%-206.9pp |
| Employer contribution / active EE | $2,674 | $4,650-42.5% | $3,674-27.2% | $4,299-37.8% |
| Participant deferral / active EE | $11,236 | $4,767+135.7% | $4,083+175.2% | $6,507+72.7% |
| Admin fee / account holder | $17,249 | $6,918+149.3% | $6,065+184.4% | $12,624+36.6% |