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 | $197,201 | $85,022+131.9% | $70,515+179.7% | $139,434+41.4% |
| Participation rate | 95.2% | 73.9%+21.3pp | 68.3%+26.9pp | 80.3%+14.9pp |
| Annual return | 14.07% | 30.38%-16.3pp | 32.77%-18.7pp | 372.94%-358.9pp |
| Employer contribution / active EE | $8,514 | $3,909+117.8% | $2,973+186.3% | $4,751+79.2% |
| Participant deferral / active EE | $6,548 | $5,890+11.2% | $4,567+43.4% | $6,710-2.4% |
| Admin fee / account holder | $6,188 | $8,906-30.5% | $6,412-3.5% | $11,403-45.7% |