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 | $84,301 | $60,124+40.2% | $90,404-6.8% | $79,858+5.6% |
| Participation rate | 79.1% | 65.0%+14.1pp | 72.7%+6.4pp | 69.6%+9.5pp |
| Annual return | 17.04% | 71.94%-54.9pp | 1293.02%-1276.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,061 | $2,068-0.3% | $3,262-36.8% | $2,471-16.6% |
| Participant deferral / active EE | $4,950 | $2,938+68.5% | $3,963+24.9% | $3,740+32.4% |
| Admin fee / account holder | $6,584 | $3,976+65.6% | $5,611+17.3% | $5,306+24.1% |