Filed March 15, 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 | $150,522 | $171,164-12.1% | $127,761+17.8% | $152,861-1.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 20.89% | 23.54%-2.6pp | 26.14%-5.3pp | 345.32%-324.4pp |
| Employer contribution / active EE | $19,542 | $5,447+258.8% | $4,574+327.3% | $4,762+310.4% |
| Participant deferral / active EE | $37,355 | $7,038+430.7% | $6,021+520.4% | $5,850+538.5% |
| Admin fee / account holder | $76,364 | $14,530+425.5% | $9,395+712.8% | $11,596+558.5% |