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 | $171,785 | $104,664+64.1% | $85,682+100.5% | $167,490+2.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 12.54% | 21.45%-8.9pp | 21.49%-9.0pp | 478.56%-466.0pp |
| Employer contribution / active EE | $8,915 | $3,337+167.2% | $2,618+240.5% | $4,837+84.3% |
| Participant deferral / active EE | $6,740 | $4,824+39.7% | $3,923+71.8% | $6,341+6.3% |
| Admin fee / account holder | $28,911 | $10,032+188.2% | $6,873+320.6% | $12,309+134.9% |