Filed November 9, 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 | $96,284 | $160,055-39.8% | $140,016-31.2% | $135,375-28.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.05% | 911.38%-914.4pp | 651.12%-654.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $9,790 | $6,420+52.5% | $5,606+74.6% | $4,779+104.9% |
| Participant deferral / active EE | $3,763 | $7,642-50.8% | $6,927-45.7% | $5,609-32.9% |
| Admin fee / account holder | $23,583 | $13,328+76.9% | $10,705+120.3% | $10,827+117.8% |