Filed October 12, 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 | $71,819 | $40,256+78.4% | $57,343+25.2% | $59,632+20.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.93% | 27.49%-25.6pp | 24.39%-22.5pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $3,430 | $1,922+78.5% | $2,689+27.6% | $2,203+55.7% |
| Participant deferral / active EE | $4,022 | $2,399+67.6% | $3,162+27.2% | $3,192+26.0% |
| Admin fee / account holder | $1,254 | $2,818-55.5% | $3,356-62.6% | $4,297-70.8% |