Filed October 27, 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 | $78,422 | $137,414-42.9% | $189,513-58.6% | $85,850-8.7% |
| Participation rate | 85.5% | 84.6%+0.9pp | 87.8%-2.3pp | 69.3%+16.2pp |
| Annual return | 15.20% | 38.14%-22.9pp | 555.15%-539.9pp | 318.53%-303.3pp |
| Employer contribution / active EE | $3,321 | $4,344-23.5% | $6,162-46.1% | $2,565+29.5% |
| Participant deferral / active EE | $6,549 | $6,260+4.6% | $8,221-20.3% | $3,952+65.7% |
| Admin fee / account holder | $8,103 | $8,630-6.1% | $12,045-32.7% | $6,260+29.4% |