Filed February 26, 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 | $103,699 | $60,124+72.5% | $90,404+14.7% | $79,858+29.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.82% | 71.94%-58.1pp | 1293.02%-1279.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,300 | $2,068+11.2% | $3,262-29.5% | $2,471-6.9% |
| Participant deferral / active EE | $6,098 | $2,938+107.5% | $3,963+53.9% | $3,740+63.0% |
| Admin fee / account holder | $33,344 | $3,976+738.5% | $5,611+494.3% | $5,306+528.4% |