Filed October 4, 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 8-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 | $125,629 | $65,409+92.1% | $98,442+27.6% | $85,850+46.3% |
| Participation rate | 89.8% | 65.0%+24.8pp | 73.3%+16.5pp | 69.3%+20.5pp |
| Annual return | 34.71% | 21.76%+13.0pp | 1492.73%-1458.0pp | 318.53%-283.8pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,804 | $3,166+83.3% | $4,276+35.7% | $3,952+46.9% |
| Admin fee / account holder | $7,081 | $4,593+54.2% | $5,949+19.0% | $6,260+13.1% |