Filed February 14, 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 | $199,218 | $72,404+175.1% | $110,238+80.7% | $64,186+210.4% |
| Participation rate | 82.9% | 73.3%+9.5pp | 79.8%+3.0pp | 69.6%+13.3pp |
| Annual return | -3.86% | -6.29%+2.4pp | 314.74%-318.6pp | 7.63%-11.5pp |
| Employer contribution / active EE | $5,071 | $2,282+122.3% | $3,826+32.5% | $2,381+113.0% |
| Participant deferral / active EE | $7,550 | $3,469+117.6% | $4,672+61.6% | $3,470+117.6% |
| Admin fee / account holder | $3,542 | $5,664-37.5% | $8,547-58.6% | $4,888-27.5% |