Filed February 14, 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 | $93,449 | $49,227+89.8% | $70,449+32.6% | $79,858+17.0% |
| Participation rate | 97.2% | 69.2%+28.1pp | 75.1%+22.2pp | 69.6%+27.6pp |
| Annual return | 13.47% | 30.06%-16.6pp | 109.03%-95.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,430 | $2,099-31.8% | $2,737-47.7% | $2,471-42.1% |
| Participant deferral / active EE | $9,619 | $2,768+247.5% | $3,709+159.4% | $3,740+157.2% |
| Admin fee / account holder | $23,075 | $2,878+701.7% | $3,845+500.1% | $5,306+334.9% |