Filed June 22, 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 | $233,122 | $86,929+168.2% | $102,423+127.6% | $80,856+188.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 18.17% | 18.88%-0.7pp | 29.32%-11.2pp | 35.59%-17.4pp |
| Employer contribution / active EE | $4,800 | $2,369+102.6% | $3,023+58.8% | $2,755+74.2% |
| Participant deferral / active EE | $10,098 | $4,118+145.2% | $5,053+99.8% | $4,296+135.1% |
| Admin fee / account holder | $7,834 | $8,049-2.7% | $9,451-17.1% | $6,918+13.2% |