Filed November 29, 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 | $174,035 | $59,839+190.8% | $81,983+112.3% | $79,858+117.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 15.80% | 17.56%-1.8pp | 41.31%-25.5pp | 31.71%-15.9pp |
| Employer contribution / active EE | $8,647 | $1,713+404.7% | $2,498+246.2% | $2,471+250.0% |
| Participant deferral / active EE | $6,430 | $2,695+138.6% | $3,722+72.8% | $3,740+71.9% |
| Admin fee / account holder | $1,361 | $4,287-68.3% | $5,664-76.0% | $5,306-74.4% |