Filed June 30, 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 | $235,035 | $78,422+199.7% | $95,952+145.0% | $79,858+194.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 21.74% | 19.37%+2.4pp | 91.61%-69.9pp | 31.71%-10.0pp |
| Employer contribution / active EE | $3,167 | $1,945+62.8% | $2,541+24.6% | $2,471+28.2% |
| Participant deferral / active EE | $7,359 | $3,440+113.9% | $4,167+76.6% | $3,740+96.8% |
| Admin fee / account holder | $23,261 | $5,622+313.7% | $6,795+242.3% | $5,306+338.4% |