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 | $95,170 | $65,409+45.5% | $98,442-3.3% | $85,850+10.9% |
| Participation rate | 95.2% | 65.0%+30.2pp | 73.3%+21.8pp | 69.3%+25.8pp |
| Annual return | 19.58% | 21.76%-2.2pp | 1492.73%-1473.1pp | 318.53%-299.0pp |
| Employer contribution / active EE | $1,749 | $2,168-19.3% | $2,960-40.9% | $2,565-31.8% |
| Participant deferral / active EE | $5,385 | $3,166+70.1% | $4,276+25.9% | $3,952+36.3% |
| Admin fee / account holder | $5,843 | $4,593+27.2% | $5,949-1.8% | $6,260-6.7% |