Filed April 5, 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 9-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 | $55,671 | $60,124-7.4% | $90,404-38.4% | $79,858-30.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.48% | 71.94%-57.5pp | 1293.02%-1278.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $8,357 | $2,068+304.2% | $3,262+156.2% | $2,471+238.2% |
| Participant deferral / active EE | $10,018 | $2,938+241.0% | $3,963+152.8% | $3,740+167.9% |
| Admin fee / account holder | $8,264 | $3,976+107.8% | $5,611+47.3% | $5,306+55.7% |