Filed July 23, 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 | $97,033 | $83,337+16.4% | $67,834+43.0% | $273,961-64.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.83% | 259.45%-252.6pp | 138.47%-131.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,195 | $3,287-33.2% | $2,403-8.7% | $4,869-54.9% |
| Participant deferral / active EE | $6,777 | $4,088+65.8% | $3,160+114.5% | $5,287+28.2% |
| Admin fee / account holder | $26,239 | $6,752+288.6% | $4,622+467.7% | $10,132+159.0% |