Filed July 21, 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 | $240,717 | $90,600+165.7% | $79,464+202.9% | $135,375+77.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.72% | 977.43%-982.2pp | 718.14%-722.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $15,753 | $3,068+413.5% | $2,800+462.5% | $4,779+229.6% |
| Participant deferral / active EE | $8,075 | $4,050+99.4% | $3,704+118.0% | $5,609+44.0% |
| Admin fee / account holder | $85,744 | $5,907+1351.6% | $5,113+1577.0% | $10,827+691.9% |