Filed July 15, 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 | $212,629 | $48,795+335.8% | $65,493+224.7% | $84,808+150.7% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 12.80% | 20.20%-7.4pp | 982.45%-969.6pp | 40.90%-28.1pp |
| Employer contribution / active EE | $3,653 | $1,930+89.3% | $2,574+41.9% | $2,631+38.8% |
| Participant deferral / active EE | $5,340 | $2,928+82.3% | $3,961+34.8% | $4,212+26.8% |
| Admin fee / account holder | $8,827 | $3,877+127.7% | $5,028+75.5% | $7,344+20.2% |