Filed April 28, 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 | $94,394 | $126,574-25.4% | $106,213-11.1% | $145,922-35.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.71% | 224.79%-214.1pp | 116.14%-105.4pp | 561.29%-550.6pp |
| Employer contribution / active EE | $5,096 | $3,730+36.6% | $3,171+60.7% | $4,660+9.4% |
| Participant deferral / active EE | $5,798 | $5,724+1.3% | $5,016+15.6% | $6,688-13.3% |
| Admin fee / account holder | $1,362 | $17,304-92.1% | $11,033-87.7% | $13,397-89.8% |