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 | $173,110 | $109,817+57.6% | $98,442+75.9% | $167,490+3.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.88% | 1956.69%-1942.8pp | 1492.73%-1478.8pp | 478.56%-464.7pp |
| Employer contribution / active EE | $10,277 | $3,224+218.8% | $2,960+247.2% | $4,837+112.4% |
| Participant deferral / active EE | $12,908 | $4,673+176.2% | $4,276+201.9% | $6,341+103.6% |
| Admin fee / account holder | $3,323 | $6,753-50.8% | $5,949-44.1% | $12,309-73.0% |