Filed July 12, 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 | $244,977 | $85,766+185.6% | $136,294+79.7% | $70,131+249.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.80% | 31.45%-12.7pp | 5155.94%-5137.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $14,019 | $2,966+372.7% | $4,695+198.6% | $2,342+498.5% |
| Participant deferral / active EE | $2,970 | $5,051-41.2% | $6,247-52.5% | $3,332-10.9% |
| Admin fee / account holder | $848 | $5,420-84.4% | $9,243-90.8% | $4,645-81.8% |