Filed December 1, 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 | $111,119 | $52,884+110.1% | $84,750+31.1% | $55,167+101.4% |
| Participation rate | 74.8% | 67.5%+7.2pp | 76.6%-1.8pp | 69.0%+5.8pp |
| Annual return | 7.53% | 18.03%-10.5pp | 22.78%-15.3pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,237 | $2,233-44.6% | $3,574-65.4% | $1,963-37.0% |
| Participant deferral / active EE | $3,662 | $2,644+38.5% | $3,712-1.3% | $3,054+19.9% |
| Admin fee / account holder | $3,818 | $581+557.6% | $5,332-28.4% | $504+657.8% |