Filed July 19, 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 | $139,443 | $85,766+62.6% | $136,294+2.3% | $70,131+98.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.90% | 31.45%-11.6pp | 5155.94%-5136.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $11,786 | $2,966+297.4% | $4,695+151.0% | $2,342+403.2% |
| Participant deferral / active EE | $10,441 | $5,051+106.7% | $6,247+67.1% | $3,332+213.4% |
| Admin fee / account holder | $13,644 | $5,420+151.7% | $9,243+47.6% | $4,645+193.7% |