Filed February 28, 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 | $230,977 | $167,484+37.9% | $151,611+52.3% | $134,475+71.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.05% | 7.80%-15.8pp | 3.33%-11.4pp | 417.96%-426.0pp |
| Employer contribution / active EE | $3,887 | $6,829-43.1% | $6,166-37.0% | $4,740-18.0% |
| Participant deferral / active EE | $9,250 | $8,986+2.9% | $8,363+10.6% | $6,400+44.5% |
| Admin fee / account holder | $1,444 | $13,783-89.5% | $11,616-87.6% | $11,426-87.4% |