Filed September 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 | $85,220 | $99,020-13.9% | $86,590-1.6% | $147,584-42.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.32% | 1312.34%-1291.0pp | 964.84%-943.5pp | 578.55%-557.2pp |
| Employer contribution / active EE | $5,385 | $3,132+71.9% | $2,839+89.6% | $4,876+10.4% |
| Participant deferral / active EE | $6,592 | $3,972+66.0% | $3,609+82.7% | $5,439+21.2% |
| Admin fee / account holder | $369 | $5,710-93.5% | $4,906-92.5% | $10,885-96.6% |