Filed July 20, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $204,138 | $94,529+116.0% | $140,016+45.8% | $64,186+218.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 0.53% | 7.77%-7.2pp | 651.12%-650.6pp | 7.63%-7.1pp |
| Employer contribution / active EE | $10,206 | $3,812+167.7% | $5,606+82.1% | $2,381+328.7% |
| Participant deferral / active EE | $1,634 | $5,250-68.9% | $6,927-76.4% | $3,470-52.9% |
| Admin fee / account holder | $18,398 | $6,741+172.9% | $10,705+71.9% | $4,888+276.4% |