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 | $200,277 | $81,460+145.9% | $103,333+93.8% | $80,856+147.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.88% | 25.55%-14.7pp | 24.88%-14.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $6,042 | $3,105+94.6% | $3,868+56.2% | $2,755+119.3% |
| Participant deferral / active EE | $6,288 | $3,869+62.5% | $5,057+24.3% | $4,296+46.4% |
| Admin fee / account holder | $26,397 | $6,566+302.0% | $8,355+216.0% | $6,918+281.6% |