Filed June 28, 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 6-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 | $227,668 | $58,927+286.4% | $76,817+196.4% | $72,985+211.9% |
| Participation rate | 97.0% | 67.3%+29.6pp | 72.1%+24.9pp | 69.5%+27.5pp |
| Annual return | 0.00% | 2305.64%-2305.6pp | 1166.11%-1166.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $3,330 | $1,787+86.4% | $2,302+44.7% | $2,440+36.5% |
| Participant deferral / active EE | $10,370 | $2,690+285.4% | $3,336+210.9% | $3,607+187.5% |
| Admin fee / account holder | $3,666 | $4,013-8.6% | $6,420-42.9% | $5,124-28.5% |