Filed March 9, 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 | $127,373 | $94,529+34.7% | $140,016-9.0% | $64,186+98.4% |
| Participation rate | 97.3% | 84.1%+13.2pp | 87.5%+9.8pp | 69.6%+27.7pp |
| Annual return | -1.93% | 7.77%-9.7pp | 651.12%-653.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $3,890 | $3,812+2.0% | $5,606-30.6% | $2,381+63.4% |
| Participant deferral / active EE | $6,825 | $5,250+30.0% | $6,927-1.5% | $3,470+96.7% |
| Admin fee / account holder | $10,708 | $6,741+58.9% | $10,7050% | $4,888+119.1% |