Filed March 9, 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 | $225,462 | $60,124+275.0% | $90,404+149.4% | $79,858+182.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 165.97% | 71.94%+94.0pp | 1293.02%-1127.0pp | 31.71%+134.3pp |
| Employer contribution / active EE | $7,205 | $2,068+248.5% | $3,262+120.9% | $2,471+191.6% |
| Participant deferral / active EE | $5,619 | $2,938+91.2% | $3,963+41.8% | $3,740+50.2% |
| Admin fee / account holder | $20,526 | $3,976+416.2% | $5,611+265.8% | $5,306+286.8% |