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 | $207,173 | $91,538+126.3% | $129,995+59.4% | $75,163+175.6% |
| Participation rate | 87.8% | 71.4%+16.4pp | 78.5%+9.3pp | 67.2%+20.6pp |
| Annual return | 19.47% | -631.11%+650.6pp | -137.18%+156.6pp | 160.62%-141.1pp |
| Employer contribution / active EE | $5,356 | $2,845+88.2% | $4,320+24.0% | $2,670+100.6% |
| Participant deferral / active EE | $10,251 | $4,341+136.1% | $5,820+76.1% | $4,125+148.5% |
| Admin fee / account holder | $5,293 | $6,790-22.1% | $10,614-50.1% | $5,651-6.3% |