Filed May 2, 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 | $34,960 | $84,402-58.6% | $61,373-43.0% | $134,475-74.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.60% | 584.55%-601.1pp | 338.61%-355.2pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,410 | $1,544-8.7% | $1,159+21.6% | $4,740-70.3% |
| Participant deferral / active EE | $4,389 | $2,819+55.7% | $2,125+106.5% | $6,400-31.4% |
| Admin fee / account holder | $1,019 | $2,585-60.6% | $2,130-52.1% | $11,426-91.1% |