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 | $228,531 | $123,793+84.6% | $177,821+28.5% | $79,858+186.2% |
| Participation rate | 97.7% | 84.7%+13.0pp | 87.7%+10.0pp | 69.6%+28.0pp |
| Annual return | 18.40% | 22.82%-4.4pp | 48.32%-29.9pp | 31.71%-13.3pp |
| Employer contribution / active EE | $12,913 | $4,095+215.3% | $5,918+118.2% | $2,471+422.6% |
| Participant deferral / active EE | $8,677 | $5,956+45.7% | $7,714+12.5% | $3,740+132.0% |
| Admin fee / account holder | $14,585 | $7,243+101.4% | $12,427+17.4% | $5,306+174.9% |