Filed April 26, 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 | $135,469 | $67,331+101.2% | $60,874+122.5% | $134,475+0.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.96% | 49.93%-64.9pp | 16.90%-31.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,896 | $3,096-38.8% | $2,701-29.8% | $4,740-60.0% |
| Participant deferral / active EE | $1,956 | $4,538-56.9% | $3,817-48.8% | $6,400-69.4% |
| Admin fee / account holder | $5,833 | $4,582+27.3% | $3,224+80.9% | $11,426-49.0% |