Filed September 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 | $237,254 | $65,041+264.8% | $90,951+160.9% | $79,858+197.1% |
| Participation rate | 93.7% | 61.6%+32.0pp | 69.0%+24.6pp | 69.6%+24.0pp |
| Annual return | 41.74% | 30.45%+11.3pp | 134.60%-92.9pp | 31.71%+10.0pp |
| Employer contribution / active EE | $7,937 | $1,247+536.4% | $2,122+274.0% | $2,471+221.2% |
| Participant deferral / active EE | $4,309 | $2,512+71.5% | $3,373+27.8% | $3,740+15.2% |
| Admin fee / account holder | $12,018 | $4,536+165.0% | $5,959+101.7% | $5,306+126.5% |