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 | $35,123 | $81,625-57.0% | $58,482-39.9% | $139,434-74.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 13.06% | 7404.20%-7391.1pp | 4239.32%-4226.3pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,688 | $1,398+20.7% | $1,053+60.3% | $4,751-64.5% |
| Participant deferral / active EE | $5,493 | $2,557+114.9% | $1,924+185.5% | $6,710-18.1% |
| Admin fee / account holder | $10,707 | $3,265+227.9% | $2,516+325.6% | $11,403-6.1% |