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 | $225,262 | $95,266+136.5% | $82,389+173.4% | $142,382+58.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 12.14% | 25.74%-13.6pp | 28.67%-16.5pp | 217.08%-204.9pp |
| Employer contribution / active EE | $5,893 | $2,991+97.0% | $2,517+134.1% | $4,299+37.1% |
| Participant deferral / active EE | $6,596 | $4,809+37.2% | $4,155+58.8% | $6,507+1.4% |
| Admin fee / account holder | $3,246 | $8,563-62.1% | $7,231-55.1% | $12,624-74.3% |