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 | $74,888+33.1% | $71,209+40.0% | $142,382-30.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.50% | 345.14%-328.6pp | 282.51%-266.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $5,711 | $2,854+100.1% | $2,721+109.9% | $4,299+32.8% |
| Participant deferral / active EE | $12,080 | $4,454+171.2% | $4,175+189.3% | $6,507+85.6% |
| Admin fee / account holder | $3,459 | $5,568-37.9% | $5,349-35.3% | $12,624-72.6% |