Filed August 9, 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 | $214,120 | $109,359+95.8% | $162,163+32.0% | $72,985+193.4% |
| Participation rate | 95.2% | 84.3%+11.0pp | 87.6%+7.7pp | 69.5%+25.8pp |
| Annual return | 19.59% | 25.46%-5.9pp | 115.59%-96.0pp | 81.00%-61.4pp |
| Employer contribution / active EE | $13,637 | $3,907+249.0% | $5,614+142.9% | $2,440+458.9% |
| Participant deferral / active EE | $7,119 | $5,481+29.9% | $7,298-2.4% | $3,607+97.4% |
| Admin fee / account holder | $81,246 | $7,972+919.2% | $10,843+649.3% | $5,124+1485.5% |