Filed August 4, 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 | $228,934 | $39,122+485.2% | $57,179+300.4% | $62,891+264.0% |
| Participation rate | 96.9% | 70.5%+26.4pp | 75.3%+21.5pp | 69.3%+27.6pp |
| Annual return | 6.81% | 9.23%-2.4pp | 14.59%-7.8pp | 20.14%-13.3pp |
| Employer contribution / active EE | $8,497 | $1,874+353.4% | $2,682+216.8% | $2,281+272.5% |
| Participant deferral / active EE | $13,100 | $2,374+451.9% | $3,096+323.1% | $3,203+309.0% |
| Admin fee / account holder | $31,160 | $2,592+1102.2% | $3,139+892.7% | $4,296+625.4% |