Filed July 12, 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 | $205,133 | $87,733+133.8% | $106,548+92.5% | $85,850+138.9% |
| Participation rate | 86.7% | 71.9%+14.7pp | 76.1%+10.5pp | 69.3%+17.4pp |
| Annual return | 11.89% | 21.86%-10.0pp | 26.80%-14.9pp | 318.53%-306.6pp |
| Employer contribution / active EE | $6,227 | $2,073+200.4% | $2,819+120.9% | $2,565+142.8% |
| Participant deferral / active EE | $6,992 | $3,469+101.6% | $4,398+59.0% | $3,952+76.9% |
| Admin fee / account holder | $2,924 | $6,767-56.8% | $7,407-60.5% | $6,260-53.3% |