Filed October 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 | $190,736 | $54,762+248.3% | $90,281+111.3% | $72,985+161.3% |
| Participation rate | 96.0% | 65.1%+30.9pp | 73.3%+22.7pp | 69.5%+26.5pp |
| Annual return | 23.08% | 30.63%-7.6pp | 78.10%-55.0pp | 81.00%-57.9pp |
| Employer contribution / active EE | $7,377 | $2,092+252.6% | $2,854+158.5% | $2,440+202.4% |
| Participant deferral / active EE | $8,750 | $2,887+203.1% | $3,885+125.2% | $3,607+142.6% |
| Admin fee / account holder | $6,504 | $3,972+63.7% | $5,351+21.5% | $5,124+26.9% |