Filed June 16, 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 | $146,040 | $85,202+71.4% | $172,739-15.5% | $72,985+100.1% |
| Participation rate | 97.7% | 70.1%+27.7pp | 82.6%+15.1pp | 69.5%+28.2pp |
| Annual return | 22.38% | 27.32%-4.9pp | 802.84%-780.5pp | 81.00%-58.6pp |
| Employer contribution / active EE | $7,282 | $3,324+119.1% | $5,143+41.6% | $2,440+198.5% |
| Participant deferral / active EE | $4,687 | $3,260+43.8% | $5,198-9.8% | $3,607+29.9% |
| Admin fee / account holder | $33,540 | $5,884+470.0% | $13,954+140.4% | $5,124+554.5% |