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 | $229,565 | $85,022+170.0% | $70,515+225.6% | $139,434+64.6% |
| Participation rate | 92.3% | 73.9%+18.4pp | 68.3%+24.0pp | 80.3%+12.0pp |
| Annual return | 15.55% | 30.38%-14.8pp | 32.77%-17.2pp | 372.94%-357.4pp |
| Employer contribution / active EE | $6,834 | $3,909+74.8% | $2,973+129.8% | $4,751+43.8% |
| Participant deferral / active EE | $8,040 | $5,890+36.5% | $4,567+76.1% | $6,710+19.8% |
| Admin fee / account holder | $47,147 | $8,906+429.4% | $6,412+635.3% | $11,403+313.5% |