Filed August 8, 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 | $172,001 | $80,673+113.2% | $101,326+69.8% | $84,808+102.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 15.39% | 38.95%-23.6pp | 36.82%-21.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $7,463 | $2,698+176.6% | $3,665+103.6% | $2,631+183.7% |
| Participant deferral / active EE | $7,043 | $6,840+3.0% | $7,994-11.9% | $4,212+67.2% |
| Admin fee / account holder | $108,797 | $12,784+751.0% | $11,185+872.7% | $7,344+1381.5% |