Filed July 18, 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 | $176,368 | $84,233+109.4% | $170,442+3.5% | $70,131+151.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.87% | 23.06%-9.2pp | 205.93%-192.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $9,106 | $3,387+168.9% | $5,433+67.6% | $2,342+288.7% |
| Participant deferral / active EE | $5,713 | $3,086+85.1% | $4,939+15.7% | $3,332+71.5% |
| Admin fee / account holder | $28,466 | $5,698+399.6% | $13,880+105.1% | $4,645+512.8% |