Filed October 12, 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 | $118,599 | $72,404+63.8% | $110,238+7.6% | $64,186+84.8% |
| Participation rate | 82.7% | 73.3%+9.4pp | 79.8%+2.9pp | 69.6%+13.1pp |
| Annual return | -4.37% | -6.29%+1.9pp | 314.74%-319.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $670 | $2,282-70.6% | $3,826-82.5% | $2,381-71.9% |
| Participant deferral / active EE | $5,321 | $3,469+53.4% | $4,672+13.9% | $3,470+53.4% |
| Admin fee / account holder | $7,842 | $5,664+38.4% | $8,547-8.3% | $4,888+60.4% |