Filed March 10, 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 | $93,382 | $149,040-37.3% | $120,225-22.3% | $137,256-32.0% |
| Participation rate | 95.5% | 75.4%+20.0pp | 69.6%+25.9pp | 80.0%+15.5pp |
| Annual return | 16.41% | 605.68%-589.3pp | 439.23%-422.8pp | 220.34%-203.9pp |
| Employer contribution / active EE | $6,121 | $4,350+40.7% | $3,475+76.1% | $4,156+47.3% |
| Participant deferral / active EE | $9,483 | $4,655+103.7% | $3,999+137.1% | $6,407+48.0% |
| Admin fee / account holder | $1,008 | $6,348-84.1% | $5,696-82.3% | $12,270-91.8% |