Filed October 12, 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 | $160,031 | $90,600+76.6% | $79,464+101.4% | $135,375+18.2% |
| Participation rate | 95.8% | 76.0%+19.8pp | 73.3%+22.5pp | 82.6%+13.2pp |
| Annual return | -6.07% | 977.43%-983.5pp | 718.14%-724.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $8,472 | $3,068+176.2% | $2,800+202.5% | $4,779+77.3% |
| Participant deferral / active EE | $9,010 | $4,050+122.5% | $3,704+143.3% | $5,609+60.6% |
| Admin fee / account holder | $38,749 | $5,907+556.0% | $5,113+657.9% | $10,827+257.9% |