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 | $155,998 | $83,477+86.9% | $125,175+24.6% | $72,985+113.7% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.5%+16.2pp |
| Annual return | 25.10% | 25.78%-0.7pp | 43.79%-18.7pp | 81.00%-55.9pp |
| Employer contribution / active EE | $674 | $2,345-71.3% | $3,865-82.6% | $2,440-72.4% |
| Participant deferral / active EE | $5,710 | $3,585+59.3% | $4,937+15.7% | $3,607+58.3% |
| Admin fee / account holder | $8,076 | $5,517+46.4% | $9,702-16.8% | $5,124+57.6% |