Filed July 20, 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 | $206,297 | $109,359+88.6% | $162,163+27.2% | $72,985+182.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 26.06% | 25.46%+0.6pp | 115.59%-89.5pp | 81.00%-54.9pp |
| Employer contribution / active EE | $1,315 | $3,907-66.3% | $5,614-76.6% | $2,440-46.1% |
| Participant deferral / active EE | $5,398 | $5,481-1.5% | $7,298-26.0% | $3,607+49.6% |
| Admin fee / account holder | $6,084 | $7,972-23.7% | $10,843-43.9% | $5,124+18.7% |