Filed February 21, 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 | $111,787 | $171,865-35.0% | $149,718-25.3% | $147,584-24.3% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 18.68% | 2113.22%-2094.5pp | 1501.63%-1483.0pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,483 | $6,275-76.4% | $5,445-72.8% | $4,876-69.6% |
| Participant deferral / active EE | $7,456 | $7,271+2.5% | $6,569+13.5% | $5,439+37.1% |
| Admin fee / account holder | $408 | $13,799-97.0% | $11,283-96.4% | $10,885-96.3% |