Filed January 23, 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 | $96,688 | $51,576+87.5% | $129,207-25.2% | $80,856+19.6% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 16.45% | 20.81%-4.4pp | 9417.33%-9400.9pp | 35.59%-19.1pp |
| Employer contribution / active EE | $3,392 | $1,584+114.1% | $4,153-18.3% | $2,755+23.1% |
| Participant deferral / active EE | $7,056 | $2,669+164.4% | $4,168+69.3% | $4,296+64.3% |
| Admin fee / account holder | $8,969 | $4,305+108.3% | $7,715+16.3% | $6,918+29.6% |