Filed August 21, 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 | $118,911 | $46,553+155.4% | $64,056+85.6% | $75,163+58.2% |
| Participation rate | 86.2% | 65.9%+20.3pp | 72.3%+13.9pp | 67.2%+19.0pp |
| Annual return | 16.40% | 26.03%-9.6pp | 33.69%-17.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $15,982 | $2,837+463.4% | $3,880+311.9% | $4,125+287.4% |
| Admin fee / account holder | $4,767 | $2,952+61.5% | $3,068+55.4% | $5,651-15.6% |