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 | $89,621 | $43,327+106.8% | $59,878+49.7% | $64,186+39.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.22% | -1.55%-2.7pp | 3.46%-7.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $3,701 | $2,028+82.4% | $2,722+36.0% | $2,381+55.4% |
| Participant deferral / active EE | $4,947 | $2,546+94.3% | $3,402+45.4% | $3,470+42.6% |
| Admin fee / account holder | $4,345 | $3,005+44.6% | $3,590+21.0% | $4,888-11.1% |