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 | $206,201 | $149,734+37.7% | $118,925+73.4% | $158,922+29.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 12.39% | 19.95%-7.6pp | 35.88%-23.5pp | 302.83%-290.4pp |
| Employer contribution / active EE | $11,017 | $4,115+167.7% | $3,263+237.7% | $4,761+131.4% |
| Participant deferral / active EE | $17,333 | $5,223+231.9% | $4,265+306.4% | $5,982+189.8% |
| Admin fee / account holder | $77,811 | $8,603+804.5% | $6,581+1082.4% | $11,246+591.9% |