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 | $184,262 | $87,013+111.8% | $106,213+73.5% | $80,856+127.9% |
| Participation rate | 98.1% | 70.4%+27.6pp | 75.3%+22.8pp | 67.6%+30.4pp |
| Annual return | 10.73% | 17.05%-6.3pp | 116.14%-105.4pp | 35.59%-24.9pp |
| Employer contribution / active EE | $7,155 | $2,395+198.7% | $3,171+125.6% | $2,755+159.7% |
| Participant deferral / active EE | $7,819 | $3,986+96.2% | $5,016+55.9% | $4,296+82.0% |
| Admin fee / account holder | $18,418 | $8,431+118.4% | $11,033+66.9% | $6,918+166.2% |