Filed March 31, 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 | $166,578 | $63,346+163.0% | $92,233+80.6% | $70,131+137.5% |
| Participation rate | 96.8% | 68.7%+28.1pp | 76.5%+20.3pp | 69.5%+27.2pp |
| Annual return | 15.57% | 530.12%-514.5pp | 176.28%-160.7pp | 73.14%-57.6pp |
| Employer contribution / active EE | $10,090 | $2,471+308.3% | $3,679+174.2% | $2,342+330.8% |
| Participant deferral / active EE | $5,285 | $2,854+85.2% | $3,897+35.6% | $3,332+58.6% |
| Admin fee / account holder | $8,046 | $3,840+109.5% | $5,194+54.9% | $4,645+73.2% |