Filed February 21, 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 | $33,361 | $105,998-68.5% | $92,233-63.8% | $147,584-77.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.88% | 50.05%-40.2pp | 176.28%-166.4pp | 578.55%-568.7pp |
| Employer contribution / active EE | $1,817 | $4,333-58.1% | $3,679-50.6% | $4,876-62.7% |
| Participant deferral / active EE | $1,997 | $4,478-55.4% | $3,897-48.8% | $5,439-63.3% |
| Admin fee / account holder | $2,509 | $6,332-60.4% | $5,194-51.7% | $10,885-77.0% |