Filed December 11, 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 | $217,027 | $106,749+103.3% | $145,433+49.2% | $82,448+163.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.53% | 27.59%-11.1pp | 66.58%-50.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $7,419 | $3,444+115.4% | $4,554+62.9% | $2,551+190.8% |
| Participant deferral / active EE | $6,019 | $6,519-7.7% | $7,897-23.8% | $4,139+45.4% |
| Admin fee / account holder | $1,077 | $8,390-87.2% | $13,129-91.8% | $7,234-85.1% |