Filed July 29, 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 | $192,773 | $90,600+112.8% | $79,464+142.6% | $135,375+42.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 5.14% | 977.43%-972.3pp | 718.14%-713.0pp | 519.73%-514.6pp |
| Employer contribution / active EE | $15,771 | $3,068+414.1% | $2,800+463.2% | $4,779+230.0% |
| Participant deferral / active EE | $15,771 | $4,050+289.4% | $3,704+325.8% | $5,609+181.2% |
| Admin fee / account holder | $7,456 | $5,907+26.2% | $5,113+45.8% | $10,827-31.1% |