Filed July 25, 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 | $103,100 | $49,227+109.4% | $70,449+46.3% | $79,858+29.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 11.38% | 30.06%-18.7pp | 109.03%-97.6pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,858 | $2,768+256.2% | $3,709+165.8% | $3,740+163.6% |
| Admin fee / account holder | $972 | $2,878-66.2% | $3,845-74.7% | $5,306-81.7% |