Filed September 16, 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 | $90,241 | $160,055-43.6% | $140,016-35.5% | $135,375-33.3% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | 5.23% | 911.38%-906.1pp | 651.12%-645.9pp | 519.73%-514.5pp |
| Employer contribution / active EE | $1,348 | $6,420-79.0% | $5,606-75.9% | $4,779-71.8% |
| Participant deferral / active EE | $3,195 | $7,642-58.2% | $6,927-53.9% | $5,609-43.0% |
| Admin fee / account holder | $1,919 | $13,328-85.6% | $10,705-82.1% | $10,827-82.3% |