Filed September 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 | $128,465 | $126,574+1.5% | $106,213+21.0% | $145,922-12.0% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 12.68% | 224.79%-212.1pp | 116.14%-103.5pp | 561.29%-548.6pp |
| Employer contribution / active EE | $4,945 | $3,730+32.6% | $3,171+55.9% | $4,660+6.1% |
| Participant deferral / active EE | $8,661 | $5,724+51.3% | $5,016+72.7% | $6,688+29.5% |
| Admin fee / account holder | $57,204 | $17,304+230.6% | $11,033+418.5% | $13,397+327.0% |