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 | $192,099 | $72,492+165.0% | $87,100+120.5% | $72,985+163.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.96% | 24.46%-5.5pp | 28.19%-9.2pp | 81.00%-62.0pp |
| Employer contribution / active EE | $5,143 | $1,894+171.5% | $2,521+104.0% | $2,440+110.8% |
| Participant deferral / active EE | $6,683 | $3,270+104.4% | $4,049+65.1% | $3,607+85.3% |
| Admin fee / account holder | $2,309 | $5,055-54.3% | $7,497-69.2% | $5,124-54.9% |