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 | $247,041 | $96,635+155.6% | $86,612+185.2% | $139,434+77.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.99% | 106.41%-90.4pp | 591.07%-575.1pp | 372.94%-357.0pp |
| Employer contribution / active EE | $13,218 | $3,263+305.1% | $3,022+337.3% | $4,751+178.2% |
| Participant deferral / active EE | $20,360 | $4,836+321.0% | $4,438+358.8% | $6,710+203.4% |
| Admin fee / account holder | $8,386 | $6,408+30.9% | $5,614+49.4% | $11,403-26.5% |