Filed May 10, 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 6-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 | $134,443 | $60,124+123.6% | $90,404+48.7% | $79,858+68.4% |
| Participation rate | 93.1% | 65.0%+28.1pp | 72.7%+20.4pp | 69.6%+23.5pp |
| Annual return | 13.47% | 71.94%-58.5pp | 1293.02%-1279.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,560 | $2,068-24.6% | $3,262-52.2% | $2,471-36.9% |
| Participant deferral / active EE | $8,718 | $2,938+196.7% | $3,963+120.0% | $3,740+133.1% |
| Admin fee / account holder | $27,109 | $3,976+581.7% | $5,611+383.1% | $5,306+410.9% |