Filed July 15, 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 | $204,977 | $109,359+87.4% | $162,163+26.4% | $72,985+180.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 26.23% | 25.46%+0.8pp | 115.59%-89.4pp | 81.00%-54.8pp |
| Employer contribution / active EE | $3,022 | $3,907-22.7% | $5,614-46.2% | $2,440+23.9% |
| Participant deferral / active EE | $8,507 | $5,481+55.2% | $7,298+16.6% | $3,607+135.8% |
| Admin fee / account holder | $15,414 | $7,972+93.4% | $10,843+42.2% | $5,124+200.8% |