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 | $248,335 | $78,672+215.7% | $109,143+127.5% | $85,850+189.3% |
| Participation rate | 98.9% | 68.3%+30.6pp | 75.9%+23.0pp | 69.3%+29.6pp |
| Annual return | 30.00% | 25.09%+4.9pp | 25.75%+4.3pp | 318.53%-288.5pp |
| Employer contribution / active EE | $8,580 | $2,735+213.7% | $3,722+130.5% | $2,565+234.5% |
| Participant deferral / active EE | $6,152 | $3,467+77.4% | $4,653+32.2% | $3,952+55.7% |
| Admin fee / account holder | $1,290 | $5,469-76.4% | $6,752-80.9% | $6,260-79.4% |