Filed March 8, 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 | $206,464 | $100,852+104.7% | $90,404+128.4% | $158,922+29.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.87% | 1724.20%-1705.3pp | 1293.02%-1274.1pp | 302.83%-284.0pp |
| Employer contribution / active EE | $12,042 | $3,689+226.5% | $3,262+269.2% | $4,761+152.9% |
| Participant deferral / active EE | $19,137 | $4,348+340.1% | $3,963+382.9% | $5,982+219.9% |
| Admin fee / account holder | $2,788 | $6,501-57.1% | $5,611-50.3% | $11,246-75.2% |