Filed March 30, 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 | $224,993 | $180,449+24.7% | $154,107+46.0% | $135,375+66.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.57% | 888.09%-893.7pp | 735.12%-740.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $9,398 | $6,035+55.7% | $5,298+77.4% | $4,779+96.7% |
| Participant deferral / active EE | $7,939 | $5,806+36.7% | $5,081+56.3% | $5,609+41.6% |
| Admin fee / account holder | $34,383 | $16,143+113.0% | $13,411+156.4% | $10,827+217.6% |