Filed February 22, 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 | $102,409 | $54,705+87.2% | $71,209+43.8% | $84,808+20.8% |
| Participation rate | 97.6% | 64.1%+33.5pp | 73.8%+23.9pp | 68.3%+29.3pp |
| Annual return | 16.91% | 35.90%-19.0pp | 282.51%-265.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $5,438 | $2,158+152.0% | $2,721+99.8% | $2,631+106.7% |
| Participant deferral / active EE | $9,695 | $3,030+219.9% | $4,175+132.2% | $4,212+130.2% |
| Admin fee / account holder | $4,803 | $4,863-1.2% | $5,349-10.2% | $7,344-34.6% |