Filed September 8, 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 | $222,838 | $54,541+308.6% | $78,778+182.9% | $70,131+217.7% |
| Participation rate | 80.0% | 60.8%+19.2pp | 69.2%+10.8pp | 69.5%+10.5pp |
| Annual return | 14.63% | 21.07%-6.4pp | 35.62%-21.0pp | 73.14%-58.5pp |
| Employer contribution / active EE | $15,833 | $1,089+1354.6% | $1,986+697.4% | $2,342+575.9% |
| Participant deferral / active EE | $2,930 | $2,210+32.6% | $2,958-1.0% | $3,332-12.1% |
| Admin fee / account holder | $18,050 | $3,709+386.7% | $5,134+251.6% | $4,645+288.6% |