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 | $95,956 | $45,035+113.1% | $62,995+52.3% | $70,131+36.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.98% | 18.76%-1.8pp | 87.57%-70.6pp | 73.14%-56.2pp |
| Employer contribution / active EE | $3,475 | $2,051+69.4% | $2,759+26.0% | $2,342+48.4% |
| Participant deferral / active EE | $4,772 | $2,465+93.6% | $3,329+43.3% | $3,332+43.2% |
| Admin fee / account holder | $3,221 | $2,834+13.7% | $3,600-10.5% | $4,645-30.7% |