Filed August 2, 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 | $157,641 | $56,199+180.5% | $67,652+133.0% | $59,632+164.4% |
| Participation rate | 97.8% | 71.5%+26.4pp | 75.7%+22.2pp | 68.7%+29.2pp |
| Annual return | 0.26% | 18505.31%-18505.0pp | 6625.04%-6624.8pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $3,594 | $1,614+122.6% | $2,266+58.7% | $2,203+63.2% |
| Participant deferral / active EE | $5,101 | $2,844+79.4% | $3,560+43.3% | $3,192+59.8% |
| Admin fee / account holder | $2,697 | $3,958-31.9% | $4,821-44.1% | $4,297-37.2% |