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 | $105,538 | $102,382+3.1% | $147,005-28.2% | $80,874+30.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.16% | 134.89%-122.7pp | 418.76%-406.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $4,146 | $3,715+11.6% | $4,934-16.0% | $2,756+50.5% |
| Participant deferral / active EE | $8,295 | $6,646+24.8% | $8,070+2.8% | $4,297+93.1% |
| Admin fee / account holder | $4,630 | $7,942-41.7% | $13,006-64.4% | $6,935-33.2% |