Filed July 26, 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 | $157,368 | $99,020+58.9% | $86,590+81.7% | $147,584+6.6% |
| Participation rate | 95.8% | 76.3%+19.5pp | 73.5%+22.3pp | 82.8%+13.0pp |
| Annual return | 11.34% | 1312.34%-1301.0pp | 964.84%-953.5pp | 578.55%-567.2pp |
| Employer contribution / active EE | $6,468 | $3,132+106.5% | $2,839+127.8% | $4,876+32.6% |
| Participant deferral / active EE | $12,740 | $3,972+220.7% | $3,609+253.0% | $5,439+134.2% |
| Admin fee / account holder | $38,251 | $5,710+569.9% | $4,906+679.7% | $10,885+251.4% |