Filed February 23, 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 | $40,115 | $60,124-33.3% | $90,404-55.6% | $79,858-49.8% |
| Participation rate | 95.2% | 65.0%+30.2pp | 72.7%+22.5pp | 69.6%+25.5pp |
| Annual return | 36.30% | 71.94%-35.6pp | 1293.02%-1256.7pp | 31.71%+4.6pp |
| Employer contribution / active EE | $1,201 | $2,068-41.9% | $3,262-63.2% | $2,471-51.4% |
| Participant deferral / active EE | $5,116 | $2,938+74.1% | $3,963+29.1% | $3,740+36.8% |
| Admin fee / account holder | $3,405 | $3,976-14.4% | $5,611-39.3% | $5,306-35.8% |