Filed March 15, 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 | $208,817 | $62,573+233.7% | $85,682+143.7% | $85,850+143.2% |
| Participation rate | 96.7% | 61.1%+35.6pp | 69.9%+26.9pp | 69.3%+27.4pp |
| Annual return | 12.66% | 23.77%-11.1pp | 21.49%-8.8pp | 318.53%-305.9pp |
| Employer contribution / active EE | $11,944 | $1,757+579.9% | $2,618+356.2% | $2,565+365.6% |
| Participant deferral / active EE | $6,951 | $2,802+148.0% | $3,923+77.2% | $3,952+75.9% |
| Admin fee / account holder | $11,255 | $4,640+142.6% | $6,873+63.8% | $6,260+79.8% |