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 | $162,999 | $82,286+98.1% | $68,791+136.9% | $134,475+21.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.24% | -2.19%-15.0pp | -6.38%-10.9pp | 417.96%-435.2pp |
| Employer contribution / active EE | $10,274 | $3,301+211.3% | $2,655+286.9% | $4,740+116.8% |
| Participant deferral / active EE | $7,134 | $4,739+50.6% | $3,941+81.0% | $6,400+11.5% |
| Admin fee / account holder | $5,488 | $6,481-15.3% | $4,932+11.3% | $11,426-52.0% |