Filed March 13, 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 | $92,306 | $45,152+104.4% | $73,843+25.0% | $59,632+54.8% |
| Participation rate | 78.6% | 64.0%+14.5pp | 73.4%+5.1pp | 68.7%+9.9pp |
| Annual return | -0.57% | 27.40%-28.0pp | 2267.84%-2268.4pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,109 | $2,574+176.2% | $3,583+98.4% | $3,192+122.7% |
| Admin fee / account holder | $5,491 | $3,516+56.2% | $4,880+12.5% | $4,297+27.8% |