Filed March 24, 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 | $34,930 | $183,963-81.0% | $162,163-78.5% | $152,861-77.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.17% | 150.76%-132.6pp | 115.59%-97.4pp | 345.32%-327.1pp |
| Employer contribution / active EE | $2,129 | $6,371-66.6% | $5,614-62.1% | $4,762-55.3% |
| Participant deferral / active EE | $5,426 | $8,034-32.5% | $7,298-25.7% | $5,850-7.3% |
| Admin fee / account holder | $1,327 | $13,121-89.9% | $10,843-87.8% | $11,596-88.6% |