Filed September 7, 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 | $67,191 | $100,041-32.8% | $149,718-55.1% | $70,131-4.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 18.66% | 27.43%-8.8pp | 1501.63%-1483.0pp | 73.14%-54.5pp |
| Employer contribution / active EE | $3,371 | $3,662-7.9% | $5,445-38.1% | $2,342+43.9% |
| Participant deferral / active EE | $3,376 | $4,983-32.2% | $6,569-48.6% | $3,332+1.3% |
| Admin fee / account holder | $3,351 | $8,286-59.6% | $11,283-70.3% | $4,645-27.9% |