Filed April 7, 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 | $131,033 | $72,396+81.0% | $67,511+94.1% | $145,959-10.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 23.10% | 7194.07%-7171.0pp | 3517.41%-3494.3pp | 561.95%-538.9pp |
| Employer contribution / active EE | $5,809 | $3,071+89.2% | $2,733+112.6% | $4,661+24.6% |
| Participant deferral / active EE | $2,909 | $4,781-39.2% | $4,000-27.3% | $6,689-56.5% |
| Admin fee / account holder | $33,325 | $5,538+501.7% | $3,999+733.4% | $13,398+148.7% |