Filed July 25, 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 9-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 | $165,429 | $56,897+190.8% | $84,750+95.2% | $62,891+163.0% |
| Participation rate | 97.8% | 68.5%+29.3pp | 76.6%+21.2pp | 69.3%+28.5pp |
| Annual return | 13.08% | 6.30%+6.8pp | 22.78%-9.7pp | 20.14%-7.1pp |
| Employer contribution / active EE | $2,065 | $2,400-14.0% | $3,574-42.2% | $2,281-9.5% |
| Participant deferral / active EE | $7,535 | $2,709+178.1% | $3,712+103.0% | $3,203+135.2% |
| Admin fee / account holder | $8,930 | $3,581+149.4% | $5,332+67.5% | $4,296+107.9% |