Filed July 20, 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 | $132,314 | $150,440-12.0% | $136,294-2.9% | $147,584-10.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.90% | 1049.08%-1033.2pp | 5155.94%-5140.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,675 | $5,256-49.1% | $4,695-43.0% | $4,876-45.1% |
| Participant deferral / active EE | $4,462 | $6,630-32.7% | $6,247-28.6% | $5,439-18.0% |
| Admin fee / account holder | $6,431 | $10,905-41.0% | $9,243-30.4% | $10,885-40.9% |