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 | $158,398-41.0% | $126,539-26.2% | $142,382-34.4% |
| Participation rate | 95.5% | 75.8%+19.6pp | 69.8%+25.6pp | 80.1%+15.3pp |
| Annual return | 16.41% | 593.76%-577.4pp | 425.95%-409.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $6,121 | $4,650+31.6% | $3,674+66.6% | $4,299+42.4% |
| Participant deferral / active EE | $9,483 | $4,767+98.9% | $4,083+132.3% | $6,507+45.7% |
| Admin fee / account holder | $1,008 | $6,918-85.4% | $6,065-83.4% | $12,624-92.0% |