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 | $167,218 | $96,635+73.0% | $86,612+93.1% | $139,434+19.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.05% | 106.41%-87.4pp | 591.07%-572.0pp | 372.94%-353.9pp |
| Employer contribution / active EE | $12,022 | $3,263+268.4% | $3,022+297.7% | $4,751+153.0% |
| Participant deferral / active EE | $12,178 | $4,836+151.8% | $4,438+174.4% | $6,710+81.5% |
| Admin fee / account holder | $4,968 | $6,408-22.5% | $5,614-11.5% | $11,403-56.4% |