Filed July 18, 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 | $89,301 | $96,635-7.6% | $86,612+3.1% | $139,434-36.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.75% | 106.41%-93.7pp | 591.07%-578.3pp | 372.94%-360.2pp |
| Employer contribution / active EE | $3,396 | $3,263+4.1% | $3,022+12.3% | $4,751-28.5% |
| Participant deferral / active EE | $10,346 | $4,836+113.9% | $4,438+133.1% | $6,710+54.2% |
| Admin fee / account holder | $4,766 | $6,408-25.6% | $5,614-15.1% | $11,403-58.2% |