Filed June 12, 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 | $213,619 | $90,600+135.8% | $79,464+168.8% | $135,375+57.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.94% | 977.43%-979.4pp | 718.14%-720.1pp | 519.73%-521.7pp |
| Employer contribution / active EE | $9,354 | $3,068+204.9% | $2,800+234.0% | $4,779+95.7% |
| Participant deferral / active EE | $8,022 | $4,050+98.0% | $3,704+116.6% | $5,609+43.0% |
| Admin fee / account holder | $257,313 | $5,907+4256.2% | $5,113+4932.6% | $10,827+2276.6% |