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 | $231,311 | $78,422+195.0% | $95,952+141.1% | $79,858+189.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.68% | 19.37%-8.7pp | 91.61%-80.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $5,459 | $1,945+180.7% | $2,541+114.8% | $2,471+121.0% |
| Participant deferral / active EE | $7,073 | $3,440+105.6% | $4,167+69.7% | $3,740+89.1% |
| Admin fee / account holder | $3,420 | $5,622-39.2% | $6,795-49.7% | $5,306-35.6% |