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 | $153,009 | $89,355+71.2% | $141,162+8.4% | $72,985+109.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.34% | 111.85%-87.5pp | 71.39%-47.1pp | 81.00%-56.7pp |
| Employer contribution / active EE | $14,396 | $3,114+362.3% | $4,735+204.0% | $2,440+490.0% |
| Participant deferral / active EE | $12,365 | $5,418+128.2% | $6,709+84.3% | $3,607+242.8% |
| Admin fee / account holder | $5,523 | $5,958-7.3% | $10,261-46.2% | $5,124+7.8% |