Filed October 13, 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 | $100,030 | $100,0410% | $149,718-33.2% | $70,131+42.6% |
| Participation rate | 86.8% | 83.6%+3.2pp | 87.1%-0.3pp | 69.5%+17.3pp |
| Annual return | 13.97% | 27.43%-13.5pp | 1501.63%-1487.7pp | 73.14%-59.2pp |
| Employer contribution / active EE | $2,127 | $3,662-41.9% | $5,445-60.9% | $2,342-9.2% |
| Participant deferral / active EE | $5,485 | $4,983+10.1% | $6,569-16.5% | $3,332+64.6% |
| Admin fee / account holder | $9,335 | $8,286+12.6% | $11,283-17.3% | $4,645+100.9% |