Filed July 31, 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 | $110,364 | $39,162+181.8% | $100,671+9.6% | $59,632+85.1% |
| Participation rate | 93.9% | 55.9%+38.1pp | 70.7%+23.2pp | 68.7%+25.3pp |
| Annual return | -0.72% | 21.07%-21.8pp | 20.43%-21.2pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $2,848 | $1,151+147.5% | $4,012-29.0% | $2,203+29.3% |
| Participant deferral / active EE | $6,898 | $1,992+246.3% | $3,144+119.4% | $3,192+116.1% |
| Admin fee / account holder | $20,282 | $2,969+583.0% | $4,850+318.2% | $4,297+372.0% |