Filed January 6, 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 | $121,870 | $45,035+170.6% | $62,995+93.5% | $70,131+73.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.79% | 18.76%-7.0pp | 87.57%-75.8pp | 73.14%-61.3pp |
| Employer contribution / active EE | $12,111 | $2,051+490.4% | $2,759+339.0% | $2,342+417.0% |
| Participant deferral / active EE | $6,299 | $2,465+155.6% | $3,329+89.2% | $3,332+89.1% |
| Admin fee / account holder | $3,680 | $2,834+29.9% | $3,600+2.2% | $4,645-20.8% |