Filed July 7, 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 | $168,519 | $54,705+208.1% | $71,209+136.7% | $84,808+98.7% |
| Participation rate | 93.5% | 64.1%+29.4pp | 73.8%+19.8pp | 68.3%+25.2pp |
| Annual return | 15.42% | 35.90%-20.5pp | 282.51%-267.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $5,421 | $2,158+151.2% | $2,721+99.2% | $2,631+106.0% |
| Participant deferral / active EE | $9,618 | $3,030+217.4% | $4,175+130.4% | $4,212+128.4% |
| Admin fee / account holder | $20,342 | $4,863+318.3% | $5,349+280.3% | $7,344+177.0% |