Filed March 1, 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 4-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 | $63,983 | $74,888-14.6% | $71,209-10.1% | $142,382-55.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.62% | 345.14%-329.5pp | 282.51%-266.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $7,961 | $2,854+178.9% | $2,721+192.6% | $4,299+85.2% |
| Participant deferral / active EE | $5,366 | $4,454+20.5% | $4,175+28.5% | $6,507-17.5% |
| Admin fee / account holder | $3,965 | $5,568-28.8% | $5,349-25.9% | $12,624-68.6% |