Filed June 22, 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 | $149,258 | $75,828+96.8% | $147,614+1.1% | $59,632+150.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.29% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $12,130 | $3,485+248.1% | $5,564+118.0% | $2,203+450.7% |
| Participant deferral / active EE | $5,912 | $3,130+88.8% | $4,895+20.8% | $3,192+85.2% |
| Admin fee / account holder | $40,231 | $5,985+572.2% | $11,611+246.5% | $4,297+836.3% |