Filed January 6, 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 | $192,450 | $202,318-4.9% | $172,739+11.4% | $152,861+25.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.57% | 1029.65%-1016.1pp | 802.84%-789.3pp | 345.32%-331.7pp |
| Employer contribution / active EE | $29,886 | $5,856+410.3% | $5,143+481.1% | $4,762+527.6% |
| Participant deferral / active EE | $18,292 | $5,948+207.5% | $5,198+251.9% | $5,850+212.7% |
| Admin fee / account holder | $473,553 | $17,109+2667.9% | $13,954+3293.7% | $11,596+3983.6% |