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 | $194,931 | $56,053+247.8% | $75,972+156.6% | $80,856+141.1% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 12.63% | 20.53%-7.9pp | 359.55%-346.9pp | 35.59%-23.0pp |
| Employer contribution / active EE | $8,211 | $1,874+338.1% | $2,685+205.8% | $2,755+198.1% |
| Participant deferral / active EE | $6,473 | $3,052+112.1% | $4,255+52.1% | $4,296+50.7% |
| Admin fee / account holder | $7,486 | $5,234+43.0% | $6,467+15.8% | $6,918+8.2% |