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 7-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 | $191,284 | $72,277+164.7% | $101,248+88.9% | $79,858+139.5% |
| Participation rate | 98.8% | 68.5%+30.3pp | 75.8%+23.0pp | 69.6%+29.2pp |
| Annual return | 45.59% | 22.30%+23.3pp | 46.47%-0.9pp | 31.71%+13.9pp |
| Employer contribution / active EE | $7,351 | $2,692+173.1% | $3,660+100.9% | $2,471+197.5% |
| Participant deferral / active EE | $5,399 | $3,282+64.5% | $4,370+23.5% | $3,740+44.3% |
| Admin fee / account holder | $2,006 | $4,400-54.4% | $5,945-66.3% | $5,306-62.2% |