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 | $170,226 | $56,199+202.9% | $67,652+151.6% | $59,632+185.5% |
| Participation rate | 88.4% | 71.5%+17.0pp | 75.7%+12.8pp | 68.7%+19.7pp |
| Annual return | 3.09% | 18505.31%-18502.2pp | 6625.04%-6622.0pp | 2041.28%-2038.2pp |
| Employer contribution / active EE | $4,136 | $1,614+156.2% | $2,266+82.6% | $2,203+87.8% |
| Participant deferral / active EE | $10,318 | $2,844+262.8% | $3,560+189.8% | $3,192+223.3% |
| Admin fee / account holder | $6,313 | $3,958+59.5% | $4,821+30.9% | $4,297+46.9% |