Filed July 22, 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 | $148,483 | $57,354+158.9% | $83,848+77.1% | $64,186+131.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.09% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $5,716 | $2,545+124.6% | $3,631+57.4% | $2,381+140.1% |
| Participant deferral / active EE | $8,083 | $2,993+170.0% | $4,082+98.0% | $3,470+133.0% |
| Admin fee / account holder | $4,342 | $4,046+7.3% | $5,478-20.7% | $4,888-11.2% |