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 | $116,116 | $46,869+147.7% | $122,332-5.1% | $70,131+65.6% |
| Participation rate | 78.8% | 58.2%+20.6pp | 71.6%+7.2pp | 69.5%+9.2pp |
| Annual return | 13.99% | 24.22%-10.2pp | 30.27%-16.3pp | 73.14%-59.1pp |
| Employer contribution / active EE | $2,623 | $1,288+103.7% | $4,050-35.2% | $2,342+12.0% |
| Participant deferral / active EE | $7,121 | $2,166+228.7% | $3,287+116.6% | $3,332+113.7% |
| Admin fee / account holder | $20,130 | $3,322+505.9% | $5,478+267.5% | $4,645+333.3% |