Filed September 19, 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 | $230,464 | $82,286+180.1% | $68,791+235.0% | $134,475+71.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.13% | -2.19%-11.9pp | -6.38%-7.8pp | 417.96%-432.1pp |
| Employer contribution / active EE | $5,353 | $3,301+62.2% | $2,655+101.6% | $4,740+12.9% |
| Participant deferral / active EE | $6,688 | $4,739+41.1% | $3,941+69.7% | $6,400+4.5% |
| Admin fee / account holder | $22,338 | $6,481+244.7% | $4,932+352.9% | $11,426+95.5% |