Filed September 6, 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 | $133,273 | $58,694+127.1% | $142,863-6.7% | $85,850+55.2% |
| Participation rate | 75.0% | 58.5%+16.5pp | 71.9%+3.1pp | 69.3%+5.7pp |
| Annual return | 14.73% | 27.72%-13.0pp | 5637.54%-5622.8pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,464 | $1,423+73.2% | $4,144-40.5% | $2,565-4.0% |
| Participant deferral / active EE | $4,482 | $2,607+71.9% | $3,837+16.8% | $3,952+13.4% |
| Admin fee / account holder | $7,708 | $4,239+81.8% | $6,560+17.5% | $6,260+23.1% |