Filed April 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 | $123,077 | $217,402-43.4% | $185,823-33.8% | $167,490-26.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.80% | 148.36%-138.6pp | 122.05%-112.2pp | 478.56%-468.8pp |
| Employer contribution / active EE | $2,100 | $5,873-64.2% | $5,167-59.4% | $4,837-56.6% |
| Participant deferral / active EE | $6,161 | $6,356-3.1% | $5,568+10.7% | $6,341-2.8% |
| Admin fee / account holder | $586 | $19,811-97.0% | $16,237-96.4% | $12,309-95.2% |