Filed October 14, 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 | $39,785 | $78,705-49.4% | $117,854-66.2% | $70,131-43.3% |
| Participation rate | 82.1% | 73.2%+8.9pp | 79.7%+2.5pp | 69.5%+12.6pp |
| Annual return | 34.46% | 23.30%+11.2pp | 335.08%-300.6pp | 73.14%-38.7pp |
| Employer contribution / active EE | $1,651 | $2,223-25.8% | $3,786-56.4% | $2,342-29.5% |
| Participant deferral / active EE | $5,231 | $3,297+58.6% | $4,482+16.7% | $3,332+57.0% |
| Admin fee / account holder | $1,768 | $5,065-65.1% | $8,020-78.0% | $4,645-61.9% |