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 | $236,267 | $71,883+228.7% | $86,677+172.6% | $68,494+244.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.01% | 3.52%-17.5pp | 35.91%-49.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $5,875 | $2,173+170.4% | $2,836+107.1% | $2,596+126.3% |
| Participant deferral / active EE | $8,365 | $3,779+121.4% | $4,656+79.7% | $4,027+107.7% |
| Admin fee / account holder | $28,192 | $6,112+361.3% | $7,493+276.2% | $5,403+421.8% |