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 | $191,047 | $57,281+233.5% | $86,612+120.6% | $75,163+154.2% |
| Participation rate | 97.5% | 63.2%+34.3pp | 71.7%+25.8pp | 67.2%+30.3pp |
| Annual return | 18.96% | 2670.75%-2651.8pp | 591.07%-572.1pp | 160.62%-141.7pp |
| Employer contribution / active EE | $6,802 | $2,314+193.9% | $3,022+125.1% | $2,670+154.8% |
| Participant deferral / active EE | $6,214 | $3,318+87.3% | $4,438+40.0% | $4,125+50.6% |
| Admin fee / account holder | $4,197 | $4,112+2.1% | $5,614-25.2% | $5,651-25.7% |