Filed October 4, 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 8-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 | $70,459 | $53,127+32.6% | $86,590-18.6% | $70,131+0.5% |
| Participation rate | 88.1% | 65.3%+22.8pp | 73.5%+14.5pp | 69.5%+18.5pp |
| Annual return | 18.43% | 27.66%-9.2pp | 964.84%-946.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,110 | $2,696+15.4% | $3,609-13.8% | $3,332-6.7% |
| Admin fee / account holder | $5,022 | $3,585+40.1% | $4,906+2.4% | $4,645+8.1% |