Filed June 24, 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 | $203,067 | $58,927+244.6% | $76,817+164.4% | $72,985+178.2% |
| Participation rate | 97.1% | 67.3%+29.8pp | 72.1%+25.1pp | 69.5%+27.7pp |
| Annual return | 24.57% | 2305.64%-2281.1pp | 1166.11%-1141.5pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,084 | $1,787-39.3% | $2,302-52.9% | $2,440-55.6% |
| Participant deferral / active EE | $7,870 | $2,690+192.5% | $3,336+135.9% | $3,607+118.2% |
| Admin fee / account holder | $25,341 | $4,013+531.5% | $6,420+294.7% | $5,124+394.5% |