Filed July 7, 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 | $208,377 | $65,409+218.6% | $98,442+111.7% | $85,850+142.7% |
| Participation rate | 73.0% | 65.0%+8.0pp | 73.3%-0.4pp | 69.3%+3.7pp |
| Annual return | 16.98% | 21.76%-4.8pp | 1492.73%-1475.7pp | 318.53%-301.6pp |
| Employer contribution / active EE | $5,257 | $2,168+142.5% | $2,960+77.6% | $2,565+104.9% |
| Participant deferral / active EE | $6,757 | $3,166+113.4% | $4,276+58.0% | $3,952+71.0% |
| Admin fee / account holder | $10,684 | $4,593+132.6% | $5,949+79.6% | $6,260+70.7% |