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 | $183,674 | $65,561+180.2% | $86,188+113.1% | $75,163+144.4% |
| Participation rate | 95.0% | 60.5%+34.5pp | 69.0%+26.0pp | 67.2%+27.8pp |
| Annual return | 24.98% | 46.05%-21.1pp | 1168.45%-1143.5pp | 160.62%-135.6pp |
| Employer contribution / active EE | $10,000 | $1,553+544.1% | $2,380+320.1% | $2,670+274.6% |
| Participant deferral / active EE | $5,417 | $3,024+79.1% | $3,985+35.9% | $4,125+31.3% |
| Admin fee / account holder | $12,709 | $5,474+132.2% | $6,852+85.5% | $5,651+124.9% |