Filed September 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 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 | $93,703 | $62,672+49.5% | $185,117-49.4% | $70,131+33.6% |
| Participation rate | 84.6% | 63.8%+20.8pp | 77.3%+7.4pp | 69.5%+15.1pp |
| Annual return | 26.11% | 40.79%-14.7pp | 40.50%-14.4pp | 73.14%-47.0pp |
| Employer contribution / active EE | $5,894 | $1,753+236.2% | $4,182+41.0% | $2,342+151.6% |
| Participant deferral / active EE | $4,589 | $3,272+40.3% | $5,045-9.0% | $3,332+37.7% |
| Admin fee / account holder | $384 | $3,932-90.2% | $8,159-95.3% | $4,645-91.7% |