Filed February 2, 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 | $99,674 | $72,071+38.3% | $68,368+45.8% | $137,256-27.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.50% | 353.14%-336.6pp | 292.57%-276.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $5,711 | $2,788+104.8% | $2,649+115.6% | $4,156+37.4% |
| Participant deferral / active EE | $12,080 | $4,410+173.9% | $4,123+193.0% | $6,407+88.6% |
| Admin fee / account holder | $3,459 | $5,336-35.2% | $5,150-32.8% | $12,270-71.8% |