Filed October 11, 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 | $138,185 | $109,881+25.8% | $150,045-7.9% | $84,808+62.9% |
| Participation rate | 95.6% | 76.1%+19.5pp | 82.3%+13.3pp | 68.3%+27.3pp |
| Annual return | 16.02% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $5,092 | $3,561+43.0% | $4,693+8.5% | $2,631+93.5% |
| Participant deferral / active EE | $8,105 | $6,636+22.1% | $7,997+1.4% | $4,212+92.4% |
| Admin fee / account holder | $9,266 | $8,568+8.1% | $13,435-31.0% | $7,344+26.2% |