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 | $170,566 | $64,707+163.6% | $112,228+52.0% | $68,494+149.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.50% | -11.40%-2.1pp | 27.45%-41.0pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,760 | $2,746+36.9% | $3,635+3.4% | $2,596+44.8% |
| Participant deferral / active EE | $8,171 | $3,565+129.2% | $4,728+72.8% | $4,027+102.9% |
| Admin fee / account holder | $28,094 | $5,232+437.0% | $6,410+338.3% | $5,403+420.0% |