Filed July 26, 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 | $33,203 | $100,852-67.1% | $90,404-63.3% | $158,922-79.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.77% | 1724.20%-1714.4pp | 1293.02%-1283.2pp | 302.83%-293.1pp |
| Employer contribution / active EE | $2,662 | $3,689-27.8% | $3,262-18.4% | $4,761-44.1% |
| Participant deferral / active EE | $5,640 | $4,348+29.7% | $3,963+42.3% | $5,982-5.7% |
| Admin fee / account holder | $17,898 | $6,501+175.3% | $5,611+219.0% | $11,246+59.2% |