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 | $122,730 | $210,408-41.7% | $153,485-20.0% | $145,922-15.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.78% | 13.37%+0.4pp | 15.65%-1.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $12,992 | $6,048+114.8% | $5,039+157.9% | $4,660+178.8% |
| Participant deferral / active EE | $19,137 | $7,975+140.0% | $6,757+183.2% | $6,688+186.2% |
| Admin fee / account holder | $5,595 | $19,419-71.2% | $12,724-56.0% | $13,397-58.2% |