Filed July 25, 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 | $150,985 | $102,966+46.6% | $90,281+67.2% | $152,861-1.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.86% | 95.16%-72.3pp | 78.10%-55.2pp | 345.32%-322.5pp |
| Employer contribution / active EE | $13,389 | $3,139+326.6% | $2,854+369.1% | $4,762+181.1% |
| Participant deferral / active EE | $12,795 | $4,281+198.8% | $3,885+229.3% | $5,850+118.7% |
| Admin fee / account holder | $31,324 | $6,171+407.6% | $5,351+485.4% | $11,596+170.1% |