Filed July 12, 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 | $105,862 | $232,540-54.5% | $185,117-42.8% | $147,584-28.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 11.04% | 43.03%-32.0pp | 40.50%-29.5pp | 578.55%-567.5pp |
| Employer contribution / active EE | $2,274 | $5,195-56.2% | $4,182-45.6% | $4,876-53.4% |
| Participant deferral / active EE | $15,159 | $5,834+159.8% | $5,045+200.5% | $5,439+178.7% |
| Admin fee / account holder | $3,333 | $10,275-67.6% | $8,159-59.1% | $10,885-69.4% |