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 | $243,913 | $102,966+136.9% | $90,281+170.2% | $152,861+59.6% |
| Participation rate | 91.3% | 75.9%+15.4pp | 73.3%+18.0pp | 82.4%+8.9pp |
| Annual return | 18.74% | 95.16%-76.4pp | 78.10%-59.4pp | 345.32%-326.6pp |
| Employer contribution / active EE | $8,452 | $3,139+169.3% | $2,854+196.1% | $4,762+77.5% |
| Participant deferral / active EE | $5,140 | $4,281+20.1% | $3,885+32.3% | $5,850-12.1% |
| Admin fee / account holder | $756 | $6,171-87.8% | $5,351-85.9% | $11,596-93.5% |