Filed November 16, 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 | $89,050 | $53,127+67.6% | $86,590+2.8% | $70,131+27.0% |
| Participation rate | 98.0% | 65.3%+32.7pp | 73.5%+24.5pp | 69.5%+28.5pp |
| Annual return | 21.74% | 27.66%-5.9pp | 964.84%-943.1pp | 73.14%-51.4pp |
| Employer contribution / active EE | $3,615 | $2,068+74.8% | $2,839+27.3% | $2,342+54.3% |
| Participant deferral / active EE | $1,581 | $2,696-41.3% | $3,609-56.2% | $3,332-52.5% |
| Admin fee / account holder | $879 | $3,585-75.5% | $4,906-82.1% | $4,645-81.1% |