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 | $247,251 | $109,817+125.1% | $98,442+151.2% | $167,490+47.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.58% | 1956.69%-1946.1pp | 1492.73%-1482.1pp | 478.56%-468.0pp |
| Employer contribution / active EE | $12,071 | $3,224+274.4% | $2,960+307.8% | $4,837+149.5% |
| Participant deferral / active EE | $17,726 | $4,673+279.3% | $4,276+314.5% | $6,341+179.5% |
| Admin fee / account holder | $8,469 | $6,753+25.4% | $5,949+42.3% | $12,309-31.2% |