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 | $210,290 | $58,208+261.3% | $81,812+157.0% | $80,856+160.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 16.64% | 41.66%-25.0pp | 773.79%-757.2pp | 35.59%-19.0pp |
| Employer contribution / active EE | $8,274 | $2,340+253.6% | $2,912+184.1% | $2,755+200.3% |
| Participant deferral / active EE | $6,704 | $3,281+104.3% | $4,319+55.2% | $4,296+56.1% |
| Admin fee / account holder | $10,541 | $4,981+111.6% | $7,386+42.7% | $6,918+52.4% |