Filed July 16, 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 | $173,187 | $109,327+58.4% | $89,391+93.7% | $158,922+9.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 9.22% | 345.68%-336.5pp | 245.62%-236.4pp | 302.83%-293.6pp |
| Employer contribution / active EE | $537 | $3,170-83.1% | $2,586-79.2% | $4,761-88.7% |
| Participant deferral / active EE | $2,155 | $4,598-53.1% | $3,890-44.6% | $5,982-64.0% |
| Admin fee / account holder | $8,852 | $6,153+43.9% | $4,881+81.3% | $11,246-21.3% |