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 | $168,389 | $92,703+81.6% | $82,719+103.6% | $134,475+25.2% |
| Participation rate | 95.2% | 75.2%+20.0pp | 72.6%+22.7pp | 81.2%+14.0pp |
| Annual return | -13.24% | 944.92%-958.2pp | 701.18%-714.4pp | 417.96%-431.2pp |
| Employer contribution / active EE | $6,555 | $3,274+100.2% | $3,009+117.8% | $4,740+38.3% |
| Participant deferral / active EE | $6,125 | $4,802+27.5% | $4,395+39.4% | $6,400-4.3% |
| Admin fee / account holder | $71,254 | $5,983+1091.0% | $5,329+1237.1% | $11,426+523.6% |