Filed April 11, 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 | $47,596 | $90,600-47.5% | $79,464-40.1% | $135,375-64.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.72% | 977.43%-986.2pp | 718.14%-726.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $4,647 | $3,068+51.5% | $2,800+65.9% | $4,779-2.8% |
| Participant deferral / active EE | $2,978 | $4,050-26.5% | $3,704-19.6% | $5,609-46.9% |
| Admin fee / account holder | $3,497 | $5,907-40.8% | $5,113-31.6% | $10,827-67.7% |