Filed September 26, 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 | $100,582 | $53,127+89.3% | $86,590+16.2% | $70,131+43.4% |
| Participation rate | 92.6% | 65.3%+27.3pp | 73.5%+19.1pp | 69.5%+23.1pp |
| Annual return | 14.50% | 27.66%-13.2pp | 964.84%-950.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $5,808 | $2,068+180.8% | $2,839+104.6% | $2,342+147.9% |
| Participant deferral / active EE | $7,427 | $2,696+175.5% | $3,609+105.8% | $3,332+122.9% |
| Admin fee / account holder | $11,900 | $3,585+231.9% | $4,906+142.6% | $4,645+156.2% |