Filed May 23, 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 | $95,351 | $107,334-11.2% | $92,893+2.6% | $152,861-37.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 30.66% | 145.58%-114.9pp | 109.41%-78.8pp | 345.32%-314.7pp |
| Employer contribution / active EE | $8,982 | $4,221+112.8% | $3,653+145.9% | $4,762+88.6% |
| Participant deferral / active EE | $9,015 | $4,845+86.1% | $4,236+112.8% | $5,850+54.1% |
| Admin fee / account holder | $4,464 | $7,079-36.9% | $5,794-23.0% | $11,596-61.5% |