Filed October 5, 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 3-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 | $170,516 | $83,902+103.2% | $167,512+1.8% | $84,808+101.1% |
| Participation rate | 96.0% | 66.5%+29.5pp | 77.1%+18.9pp | 68.3%+27.7pp |
| Annual return | 18.04% | 91.55%-73.5pp | 1615.79%-1597.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $5,888 | $2,264+160.1% | $3,882+51.7% | $2,631+123.8% |
| Participant deferral / active EE | $18,003 | $4,442+305.3% | $6,405+181.1% | $4,212+327.5% |
| Admin fee / account holder | $9,588 | $7,915+21.1% | $9,769-1.9% | $7,344+30.6% |