Filed March 4, 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 | $239,563 | $92,703+158.4% | $82,719+189.6% | $134,475+78.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.93% | 944.92%-960.9pp | 701.18%-717.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $15,172 | $3,274+363.4% | $3,009+404.2% | $4,740+220.1% |
| Participant deferral / active EE | $11,861 | $4,802+147.0% | $4,395+169.9% | $6,400+85.3% |
| Admin fee / account holder | $28,143 | $5,983+370.4% | $5,329+428.1% | $11,426+146.3% |