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 | $42,281 | $70,606-40.1% | $53,898-21.6% | $142,382-70.3% |
| Participation rate | 90.9% | 63.7%+27.2pp | 55.0%+35.9pp | 80.1%+10.8pp |
| Annual return | 15.55% | 619.81%-604.3pp | 528.60%-513.1pp | 217.08%-201.5pp |
| Employer contribution / active EE | $969 | $1,202-19.4% | $932+3.9% | $4,299-77.5% |
| Participant deferral / active EE | $3,233 | $2,364+36.7% | $1,826+77.0% | $6,507-50.3% |
| Admin fee / account holder | $1,450 | $2,852-49.1% | $2,491-41.8% | $12,624-88.5% |