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 | $62,327 | $54,350+14.7% | $82,719-24.7% | $68,494-9.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | 5.69% | -13.67%+19.4pp | 701.18%-695.5pp | -7.84%+13.5pp |
| Employer contribution / active EE | $7,622 | $2,218+243.6% | $3,009+153.3% | $2,596+193.6% |
| Participant deferral / active EE | $10,056 | $3,246+209.8% | $4,395+128.8% | $4,027+149.7% |
| Admin fee / account holder | $3,238 | $4,395-26.3% | $5,329-39.2% | $5,403-40.1% |