Filed April 14, 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 | $190,902 | $89,355+113.6% | $141,162+35.2% | $72,985+161.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.27% | 111.85%-92.6pp | 71.39%-52.1pp | 81.00%-61.7pp |
| Employer contribution / active EE | $4,000 | $3,114+28.4% | $4,735-15.5% | $2,440+63.9% |
| Participant deferral / active EE | $10,455 | $5,418+93.0% | $6,709+55.8% | $3,607+189.8% |
| Admin fee / account holder | $14,937 | $5,958+150.7% | $10,261+45.6% | $5,124+191.5% |