Filed March 9, 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 | $124,866 | $202,318-38.3% | $172,739-27.7% | $152,861-18.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.26% | 1029.65%-1012.4pp | 802.84%-785.6pp | 345.32%-328.1pp |
| Employer contribution / active EE | $5,000 | $5,856-14.6% | $5,143-2.8% | $4,762+5.0% |
| Participant deferral / active EE | $5,044 | $5,948-15.2% | $5,198-3.0% | $5,850-13.8% |
| Admin fee / account holder | $2,824 | $17,109-83.5% | $13,954-79.8% | $11,596-75.6% |