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 | $100,520 | $175,202-42.6% | $149,673-32.8% | $139,434-27.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.50% | 166.71%-148.2pp | 134.42%-115.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $10,488 | $5,474+91.6% | $4,818+117.7% | $4,751+120.8% |
| Participant deferral / active EE | $12,890 | $6,519+97.7% | $5,680+126.9% | $6,710+92.1% |
| Admin fee / account holder | $70,364 | $16,150+335.7% | $13,210+432.7% | $11,403+517.1% |