Filed February 6, 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 | $237,135 | $167,484+41.6% | $151,611+56.4% | $134,475+76.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.33% | 7.80%-25.1pp | 3.33%-20.7pp | 417.96%-435.3pp |
| Employer contribution / active EE | $9,834 | $6,829+44.0% | $6,166+59.5% | $4,740+107.5% |
| Participant deferral / active EE | $4,361 | $8,986-51.5% | $8,363-47.9% | $6,400-31.9% |
| Admin fee / account holder | $11,748 | $13,783-14.8% | $11,616+1.1% | $11,426+2.8% |