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 | $195,495 | $93,571+108.9% | $135,903+43.8% | $75,163+160.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.48% | 30.90%-9.4pp | 68.23%-46.8pp | 160.62%-139.1pp |
| Employer contribution / active EE | $8,871 | $3,537+150.8% | $4,856+82.7% | $2,670+232.3% |
| Participant deferral / active EE | $16,387 | $6,404+155.9% | $7,758+111.2% | $4,125+297.2% |
| Admin fee / account holder | $21,443 | $6,975+207.4% | $10,762+99.2% | $5,651+279.5% |