Filed September 14, 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 | $48,353 | $87,733-44.9% | $106,548-54.6% | $85,850-43.7% |
| Participation rate | 98.9% | 71.9%+26.9pp | 76.1%+22.7pp | 69.3%+29.5pp |
| Annual return | 13.33% | 21.86%-8.5pp | 26.80%-13.5pp | 318.53%-305.2pp |
| Employer contribution / active EE | $503 | $2,073-75.7% | $2,819-82.2% | $2,565-80.4% |
| Participant deferral / active EE | $3,860 | $3,469+11.3% | $4,398-12.2% | $3,952-2.3% |
| Admin fee / account holder | $4,124 | $6,767-39.1% | $7,407-44.3% | $6,260-34.1% |