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 | $203,032 | $82,664+145.6% | $125,339+62.0% | $68,494+196.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.70% | -5.97%-8.7pp | 572.05%-586.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $3,142 | $3,381-7.1% | $4,814-34.7% | $2,596+21.0% |
| Participant deferral / active EE | $11,806 | $6,110+93.2% | $7,446+58.6% | $4,027+193.2% |
| Admin fee / account holder | $2,962 | $6,275-52.8% | $10,010-70.4% | $5,403-45.2% |