Filed June 28, 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 | $105,464 | $52,519+100.8% | $155,790-32.3% | $59,632+76.9% |
| Participation rate | 91.4% | 61.7%+29.7pp | 76.1%+15.3pp | 68.7%+22.8pp |
| Annual return | 0.24% | 53.51%-53.3pp | 71.54%-71.3pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $9,410 | $1,589+492.1% | $3,836+145.3% | $2,203+327.2% |
| Participant deferral / active EE | $7,036 | $3,084+128.1% | $4,797+46.7% | $3,192+120.4% |
| Admin fee / account holder | $6,365 | $3,540+79.8% | $7,478-14.9% | $4,297+48.1% |