Filed August 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 4-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 | $103,621 | $63,346+63.6% | $92,233+12.3% | $70,131+47.8% |
| Participation rate | 93.2% | 68.7%+24.6pp | 76.5%+16.8pp | 69.5%+23.7pp |
| Annual return | 15.33% | 530.12%-514.8pp | 176.28%-161.0pp | 73.14%-57.8pp |
| Employer contribution / active EE | $6,159 | $2,471+149.3% | $3,679+67.4% | $2,342+162.9% |
| Participant deferral / active EE | $4,579 | $2,854+60.5% | $3,897+17.5% | $3,332+37.4% |
| Admin fee / account holder | $11,960 | $3,840+211.4% | $5,194+130.3% | $4,645+157.5% |