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 | $127,269 | $183,963-30.8% | $162,163-21.5% | $152,861-16.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.17% | 150.76%-125.6pp | 115.59%-90.4pp | 345.32%-320.2pp |
| Employer contribution / active EE | $4,957 | $6,371-22.2% | $5,614-11.7% | $4,762+4.1% |
| Participant deferral / active EE | $12,771 | $8,034+59.0% | $7,298+75.0% | $5,850+118.3% |
| Admin fee / account holder | $740 | $13,121-94.4% | $10,843-93.2% | $11,596-93.6% |