Filed October 5, 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 3-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 | $101,392 | $70,669+43.5% | $169,368-40.1% | $75,163+34.9% |
| Participation rate | 93.4% | 64.8%+28.7pp | 77.1%+16.3pp | 67.2%+26.3pp |
| Annual return | 0.00% | 36.36%-36.4pp | 405.60%-405.6pp | 160.62%-160.6pp |
| Employer contribution / active EE | $6,423 | $2,211+190.6% | $4,013+60.1% | $2,670+140.6% |
| Participant deferral / active EE | $13,386 | $4,311+210.5% | $6,221+115.2% | $4,125+224.5% |
| Admin fee / account holder | $7,412 | $5,402+37.2% | $9,003-17.7% | $5,651+31.2% |