Filed July 28, 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 | $39,002 | $99,020-60.6% | $86,590-55.0% | $147,584-73.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.99% | 1312.34%-1302.3pp | 964.84%-954.9pp | 578.55%-568.6pp |
| Employer contribution / active EE | $3,668 | $3,132+17.1% | $2,839+29.2% | $4,876-24.8% |
| Participant deferral / active EE | $3,782 | $3,972-4.8% | $3,609+4.8% | $5,439-30.5% |
| Admin fee / account holder | $8,296 | $5,710+45.3% | $4,906+69.1% | $10,885-23.8% |