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 | $160,191 | $65,376+145.0% | $87,100+83.9% | $65,185+145.7% |
| Participation rate | 98.3% | 75.3%+23.0pp | 76.9%+21.4pp | 70.2%+28.1pp |
| Annual return | 22.89% | 31.27%-8.4pp | 28.19%-5.3pp | 29.38%-6.5pp |
| Employer contribution / active EE | $6,379 | $1,822+250.0% | $2,521+153.0% | $2,177+193.1% |
| Participant deferral / active EE | $11,215 | $3,388+231.0% | $4,049+177.0% | $3,514+219.2% |
| Admin fee / account holder | $4,675 | $520+799.5% | $7,497-37.6% | $847+451.9% |