Filed July 30, 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 | $152,507 | $137,414+11.0% | $189,513-19.5% | $85,850+77.6% |
| Participation rate | 94.9% | 84.6%+10.3pp | 87.8%+7.1pp | 69.3%+25.6pp |
| Annual return | 62.41% | 38.14%+24.3pp | 555.15%-492.7pp | 318.53%-256.1pp |
| Employer contribution / active EE | $3,543 | $4,344-18.4% | $6,162-42.5% | $2,565+38.1% |
| Participant deferral / active EE | $4,074 | $6,260-34.9% | $8,221-50.4% | $3,952+3.1% |
| Admin fee / account holder | $5,679 | $8,630-34.2% | $12,045-52.8% | $6,260-9.3% |